Founders Financial Alliance’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,948
| Closed | -$77.2K | – | 604 |
|
|
2025
Q1 | $77.2K | Buy |
2,948
+8
| +0.3% | +$210 | 0.02% | 408 |
|
|
2024
Q4 | $81.5K | Hold |
2,940
| – | – | 0.02% | 339 |
|
|
2024
Q3 | $81.4K | Hold |
2,940
| – | – | 0.02% | 350 |
|
|
2024
Q2 | $76.3K | Buy |
+2,940
| New | +$76.3K | 0.02% | 342 |
|
|
2022
Q2 | – | Sell |
-336
| Closed | -$8K | – | 542 |
|
|
2022
Q1 | $8K | Hold |
336
| – | – | ﹤0.01% | 403 |
|
|
2021
Q4 | $9K | Hold |
336
| – | – | ﹤0.01% | 439 |
|
|
2021
Q3 | $9K | Hold |
336
| – | – | ﹤0.01% | 410 |
|
|
2021
Q2 | $9K | Sell |
336
-957
| -74% | -$25.6K | ﹤0.01% | 433 |
|
|
2021
Q1 | $33K | Buy |
+1,293
| New | +$33K | 0.02% | 356 |
|
|
2020
Q4 | – | Sell |
-336
| Closed | -$7K | – | 1090 |
|
|
2020
Q3 | $7K | Buy |
+336
| New | +$7K | ﹤0.01% | 887 |
|