West Coast Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,400
| Closed | -$456K | – | 123 |
|
|
2025
Q1 | $456K | Hold |
17,400
| – | – | 0.05% | 109 |
|
|
2024
Q4 | $482K | Hold |
17,400
| – | – | 0.05% | 107 |
|
|
2024
Q3 | $482K | Hold |
17,400
| – | – | 0.05% | 105 |
|
|
2024
Q2 | $451K | Hold |
17,400
| – | – | 0.05% | 102 |
|
|
2024
Q1 | $472K | Buy |
17,400
+6,000
| +53% | +$163K | 0.06% | 100 |
|
|
2023
Q4 | $286K | Hold |
11,400
| – | – | 0.04% | 135 |
|
|
2023
Q3 | $257K | Hold |
11,400
| – | – | 0.04% | 128 |
|
|
2023
Q2 | $270K | Buy |
+11,400
| New | +$270K | 0.04% | 132 |
|