FF Advisors’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 | $1.13M | Hold |
40,450
| – | – | 0.59% | 38 |
|
|
2025
Q1 | $1.06M | Buy |
40,450
+7,945
| +24% | +$207K | 0.61% | 38 |
|
|
2024
Q4 | $942K | Sell |
32,505
-104,250
| -76% | -$3.02M | 0.64% | 39 |
|
|
2024
Q3 | $1.28M | Buy |
136,755
+89,430
| +189% | +$838K | 0.83% | 33 |
|
|
2024
Q2 | $1.23M | Sell |
47,325
-180
| -0.4% | -$4.67K | 0.86% | 32 |
|
|
2024
Q1 | $1.29M | Buy |
47,505
+7,887
| +20% | +$214K | 0.89% | 33 |
|
|
2023
Q4 | $995K | Buy |
+39,618
| New | +$995K | 0.83% | 34 |
|