Westbourne Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Westbourne Investments’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 Q3	$712K	Sell
2025 Q2	$691K	Sell
2025 Q1	$706K	Sell
2024 Q4	$755K	Buy