FIC
Family Investment Center’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
158,593
-2,439
| -2% | -$68.4K | 1.01% | 19 |
|
|
2025
Q1 | $4.22M | Sell |
161,032
-9,340
| -5% | -$245K | 1.03% | 21 |
|
|
2024
Q4 | $4.72M | Buy |
170,372
+111,106
| +187% | +$3.08M | 1.2% | 22 |
|
|
2024
Q3 | $4.92M | Buy |
59,266
+715
| +1% | +$59.4K | 1.24% | 21 |
|
|
2024
Q2 | $4.56M | Sell |
58,551
-931
| -2% | -$72.5K | 1.36% | 20 |
|
|
2024
Q1 | $4.84M | Sell |
59,482
-3,901
| -6% | -$318K | 1.56% | 20 |
|
|
2023
Q4 | $4.77M | Buy |
63,383
+1,443
| +2% | +$109K | 2.4% | 10 |
|
|
2023
Q3 | $4.19M | Buy |
61,940
+275
| +0.4% | +$18.6K | 2.53% | 9 |
|
|
2023
Q2 | $4.38M | Sell |
61,665
-1,064
| -2% | -$75.6K | 2.8% | 8 |
|
|
2023
Q1 | $4.26M | Sell |
62,729
-444
| -0.7% | -$30.1K | 2.92% | 8 |
|
|
2022
Q4 | $4.14M | Buy |
+63,173
| New | +$4.14M | 3.02% | 9 |
|