Foundations Investment Advisors’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 | $701K | Buy |
24,981
+3,714
| +17% | +$104K | 0.01% | 505 |
|
|
2025
Q1 | $557K | Buy |
21,267
+12,654
| +147% | +$332K | 0.01% | 550 |
|
|
2024
Q4 | $239K | Sell |
8,613
-513
| -6% | -$14.2K | ﹤0.01% | 732 |
|
|
2024
Q3 | $253K | Sell |
9,126
-2,748
| -23% | -$76.1K | 0.01% | 683 |
|
|
2024
Q2 | $308K | Buy |
+11,874
| New | +$308K | 0.01% | 604 |
|
|
2023
Q4 | – | Sell |
-15,006
| Closed | -$339K | – | 720 |
|
|
2023
Q3 | $339K | Buy |
+15,006
| New | +$339K | 0.01% | 486 |
|