Founders Financial Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Founders Financial Securities’s Portfolio SCHM Stock Details SCHM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$267K	Hold
2025 Q1	$243K	Buy
2024 Q3	–	Sell
2024 Q2	$228K	Buy
2019 Q4	–	Sell
2019 Q3	$2.54M	Buy