PCM
Palouse Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.9K | Buy |
2,172
+22
| +1% | +$617 | 0.04% | 103 |
|
|
2025
Q1 | $56.3K | Sell |
2,150
-18
| -0.8% | -$472 | 0.04% | 114 |
|
|
2024
Q4 | $60.1K | Buy |
2,168
+1,528
| +239% | +$42.3K | 0.04% | 118 |
|
|
2024
Q3 | $53.2K | Hold |
640
| – | – | 0.03% | 116 |
|
|
2024
Q2 | $49.8K | Buy |
640
+49
| +8% | +$3.81K | 0.03% | 112 |
|
|
2024
Q1 | $48.1K | Buy |
+591
| New | +$48.1K | 0.03% | 116 |
|
|
2022
Q1 | – | Sell |
-2,520
| Closed | -$203K | – | 110 |
|
|
2021
Q4 | $203K | Buy |
+2,520
| New | +$203K | 0.09% | 104 |
|
|
2021
Q3 | – | Sell |
-2,719
| Closed | -$213K | – | 101 |
|
|
2021
Q2 | $213K | Sell |
2,719
-30
| -1% | -$2.35K | 0.09% | 91 |
|
|
2021
Q1 | $205K | Sell |
2,749
-357
| -11% | -$26.6K | 0.09% | 90 |
|
|
2020
Q4 | $212K | Buy |
+3,106
| New | +$212K | 0.11% | 79 |
|