Founders Financial Securities’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 | $267K | Hold |
9,517
| – | – | 0.02% | 438 |
|
|
2025
Q1 | $243K | Buy |
+9,517
| New | +$243K | 0.02% | 422 |
|
|
2024
Q3 | – | Sell |
-8,781
| Closed | -$228K | – | 465 |
|
|
2024
Q2 | $228K | Buy |
+8,781
| New | +$228K | 0.02% | 390 |
|
|
2019
Q4 | – | Sell |
-134,694
| Closed | -$2.54M | – | 142 |
|
|
2019
Q3 | $2.54M | Buy |
+134,694
| New | +$2.54M | 0.81% | 32 |
|