FFN
Focus Financial Network’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
445,594
+14,100
| +3% | +$396K | 0.49% | 39 |
|
|
2025
Q1 | $11.3M | Sell |
431,494
-19,847
| -4% | -$520K | 0.46% | 44 |
|
|
2024
Q4 | $12.5M | Buy |
451,341
+284,718
| +171% | +$7.89M | 0.5% | 40 |
|
|
2024
Q3 | $13.8M | Sell |
166,623
-6,814
| -4% | -$566K | 0.57% | 37 |
|
|
2024
Q2 | $14.1M | Sell |
173,437
-212
| -0.1% | -$17.2K | 0.6% | 33 |
|
|
2024
Q1 | $13.1M | Buy |
173,649
+2,781
| +2% | +$211K | 0.64% | 33 |
|
|
2023
Q4 | $12.9M | Sell |
170,868
-25,559
| -13% | -$1.93M | 0.48% | 37 |
|
|
2023
Q3 | $13.3M | Buy |
196,427
+2,297
| +1% | +$155K | 0.75% | 27 |
|
|
2023
Q2 | $13.8M | Buy |
194,130
+1,814
| +0.9% | +$129K | 0.77% | 25 |
|
|
2023
Q1 | $13M | Buy |
192,316
+225
| +0.1% | +$15.3K | 0.81% | 23 |
|
|
2022
Q4 | $12.6M | Sell |
192,091
-2,249
| -1% | -$148K | 1.03% | 19 |
|
|
2022
Q3 | $11.8M | Buy |
194,340
+3,859
| +2% | +$234K | 1.02% | 19 |
|
|
2022
Q2 | $11.9M | Buy |
190,481
+1,191
| +0.6% | +$74.7K | 0.99% | 20 |
|
|
2022
Q1 | $14.4M | Buy |
+189,290
| New | +$14.4M | 1% | 20 |
|
|
2021
Q1 | – | Sell |
-277,398
| Closed | -$18.9M | – | 516 |
|
|
2020
Q4 | $18.9M | Buy |
277,398
+1,060
| +0.4% | +$72.3K | 1.68% | 11 |
|
|
2020
Q3 | $15.3M | Sell |
276,338
-37,676
| -12% | -$2.09M | 1.43% | 12 |
|
|
2020
Q2 | $16.5M | Sell |
314,014
-26,644
| -8% | -$1.4M | 1.84% | 9 |
|
|
2020
Q1 | $14.4M | Sell |
340,658
-49,434
| -13% | -$2.08M | 1.93% | 9 |
|
|
2019
Q4 | $23.5M | Sell |
390,092
-4,451
| -1% | -$268K | 2.88% | 6 |
|
|
2019
Q3 | $22.3M | Buy |
394,543
+15,632
| +4% | +$884K | 3.09% | 5 |
|
|
2019
Q2 | $21.7M | Buy |
378,911
+13,114
| +4% | +$751K | 3.21% | 5 |
|
|
2019
Q1 | $20.3M | Buy |
+365,797
| New | +$20.3M | 3.25% | 5 |
|