WFAG
Wescott Financial Advisory Group’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 | $3.03M | Sell |
108,142
-1,283
| -1% | -$36K | 0.29% | 48 |
|
|
2025
Q1 | $2.87M | Sell |
109,425
-2,163
| -2% | -$56.7K | 0.3% | 48 |
|
|
2024
Q4 | $3.09M | Buy |
111,588
+74,517
| +201% | +$2.06M | 0.32% | 45 |
|
|
2024
Q3 | $3.08M | Sell |
37,071
-6,591
| -15% | -$548K | 0.33% | 46 |
|
|
2024
Q2 | $3.4M | Sell |
43,662
-3,823
| -8% | -$298K | 0.39% | 44 |
|
|
2024
Q1 | $3.87M | Sell |
47,485
-8,055
| -15% | -$656K | 0.48% | 38 |
|
|
2023
Q4 | $4.18M | Sell |
55,540
-934
| -2% | -$70.3K | 0.59% | 33 |
|
|
2023
Q3 | $3.82M | Sell |
56,474
-1,127
| -2% | -$76.3K | 0.7% | 32 |
|
|
2023
Q2 | $4.09M | Sell |
57,601
-3,863
| -6% | -$274K | 0.72% | 29 |
|
|
2023
Q1 | $4.17M | Sell |
61,464
-1,035
| -2% | -$70.2K | 0.91% | 25 |
|
|
2022
Q4 | $4.1M | Buy |
62,499
+1,514
| +2% | +$99.3K | 0.88% | 23 |
|
|
2022
Q3 | $3.69M | Buy |
60,985
+205
| +0.3% | +$12.4K | 1.03% | 23 |
|
|
2022
Q2 | $3.81M | Buy |
60,780
+204
| +0.3% | +$12.8K | 1.04% | 22 |
|
|
2022
Q1 | $4.6M | Buy |
+60,576
| New | +$4.6M | 1.18% | 21 |
|