Founders Financial Alliance’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $89.2K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $77.2K | Buy |
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|
2024
Q4 | $81.5K | Hold |
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|
2024
Q3 | $81.4K | Hold |
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|
2024
Q2 | $76.3K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $9K | Sell |
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|
2021
Q1 | $33K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $7K | Buy |
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