FTDI
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First Trust Direct Indexing’s Schwab US Mid-Cap ETF SCHM Stock Holding History

First Trust Direct Indexing’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,548
Closed -$375K – 749
2024
Q3 		$375K Buy
+13,548
New +$375K 0.02% 646