West Coast Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

West Coast Financial’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$456K	Hold
2024 Q4	$482K	Hold
2024 Q3	$482K	Hold
2024 Q2	$451K	Hold
2024 Q1	$472K	Buy
2023 Q4	$286K	Hold
2023 Q3	$257K	Hold
2023 Q2	$270K	Buy