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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
2024
Q3 		$375K Buy