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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$691K Sell
24,648
-2,300
-9% -$64.5K 0.37% 67
2025
Q1 		$706K Sell
26,948
-290
-1% -$7.6K 0.43% 62
2024
Q4 		$755K Buy
+27,238
New +$755K 0.44% 56