FFA
SCHM icon

First Foundation Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

First Foundation Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-34,071
Closed -$769K – 453
2023
Q3 		$769K Buy
+34,071
New +$807K 0.04% 200
2022
Q2 		– Sell
-33,840
Closed -$856K – 447
2022
Q1 		$856K Buy
+33,840
New +$848K 0.03% 200

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