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Farnam Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Farnam Financial’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 		$249K Hold
8,880
– – 0.22% 45
2025
Q1 		$233K Buy
8,880
+23
+0.3% +$603 0.24% 44
2024
Q4 		$245K Buy
8,857
+1
+0% +$28 0.26% 41
2024
Q3 		$245K Buy
+8,856
New +$245K 0.27% 41