Wilson & Boucher Capital Management’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 | $617K | Sell |
21,990
-300
| -1% | -$8.42K | 0.43% | 65 |
|
|
2025
Q1 | $584K | Sell |
22,290
-5,100
| -19% | -$134K | 0.44% | 63 |
|
|
2024
Q4 | $759K | Sell |
27,390
-300
| -1% | -$8.31K | 0.54% | 55 |
|
|
2024
Q3 | $767K | Sell |
27,690
-300
| -1% | -$8.31K | 0.53% | 55 |
|
|
2024
Q2 | $726K | Hold |
27,990
| – | – | 0.56% | 52 |
|
|
2024
Q1 | $760K | Hold |
27,990
| – | – | 0.6% | 52 |
|
|
2023
Q4 | $703K | Hold |
27,990
| – | – | 0.59% | 52 |
|
|
2023
Q3 | $631K | Buy |
27,990
+300
| +1% | +$6.77K | 0.6% | 53 |
|
|
2023
Q2 | $656K | Hold |
27,690
| – | – | 0.59% | 49 |
|
|
2023
Q1 | $626K | Hold |
27,690
| – | – | 0.6% | 50 |
|
|
2022
Q4 | $606K | Buy |
27,690
+600
| +2% | +$13.1K | 0.62% | 52 |
|
|
2022
Q3 | $547K | Buy |
27,090
+600
| +2% | +$12.1K | 0.64% | 52 |
|
|
2022
Q2 | $554K | Hold |
26,490
| – | – | 0.61% | 52 |
|
|
2022
Q1 | $670K | Sell |
26,490
-1,500
| -5% | -$37.9K | 0.61% | 54 |
|
|
2021
Q4 | $750K | Buy |
+27,990
| New | +$750K | 0.68% | 52 |
|