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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
-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% +$153K 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 +$257K 0.04% 132

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

West Coast Financial's SCHM Position: Q2 2025 in Review

West Coast Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 17,400 shares — an estimated $456K sold.

West Coast Financial first reported a position in SCHM in Q2 2023 and held it in 8 quarters. The position peaked at $482K in Q4 2024. 945 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • West Coast Financial reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 17,400 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $456K.
  • West Coast Financial first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and held it in 8 quarters.
  • West Coast Financial's Schwab US Mid-Cap ETF position peaked at $482K in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.