Wilson & Boucher Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Hold |
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|
2025
Q2 | $617K | Sell |
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|
2025
Q1 | $584K | Sell |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $767K | Sell |
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|
2024
Q2 | $726K | Hold |
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|
2024
Q1 | $760K | Hold |
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|
2023
Q4 | $703K | Hold |
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|
2023
Q3 | $631K | Buy |
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|
2023
Q2 | $656K | Hold |
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|
2023
Q1 | $626K | Hold |
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|
2022
Q4 | $606K | Buy |
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|
2022
Q3 | $547K | Buy |
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|
2022
Q2 | $554K | Hold |
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|
2022
Q1 | $670K | Sell |
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|
2021
Q4 | $750K | Buy |
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