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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,548
Closed -$375K – 749
2024
Q3 		$375K Buy
+13,548
New +$360K 0.02% 646

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MGIA
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First Trust Direct Indexing's SCHM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 13,548 shares — an estimated $375K sold.

First Trust Direct Indexing first reported a position in SCHM in Q3 2024 and held it in 1 quarter. The position peaked at $375K in Q3 2024. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 13,548 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $375K.
  • First Trust Direct Indexing first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's Schwab US Mid-Cap ETF position peaked at $375K in Q3 2024.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.