Family Investment Center, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Family Investment Center, Inc.

$362 Million
Q1 2025

A detailed history of Family Investment Center, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Family Investment Center, Inc. holds 161,032 shares of SCHM stock, worth $4.45 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

161,032

Previous 170,372 5.48%

Holding current value

$4.45 Million

Previous $4.72 Million 10.63%

% of portfolio

1.16%

Previous 1.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$25.58 - $29.24 $238,917 - $273,101	-9,340 Reduced 5.48%	161,032 $4.22 Million
Q4 2024 Jan 24, 2025	BUY	$27.54 - $83.04 $3.06 Million - $9.23 Million	111,106 Added 187.47%	170,372 $4.72 Million
Q3 2024 Oct 24, 2024	BUY	$75.47 - $83.18 $53,961 - $59,473	715 Added 1.22%	59,266 $4.92 Million
Q2 2024 Jul 19, 2024	SELL	$75.69 - $81.19 $70,467 - $75,587	-931 Reduced 1.57%	58,551 $4.56 Million
Q1 2024 Apr 22, 2024	SELL	$72.89 - $81.43 $284,343 - $317,658	-3,901 Reduced 6.15%	59,482 $4.84 Million
Q4 2023 Jan 17, 2024	BUY	$63.01 - $75.95 $90,923 - $109,595	1,443 Added 2.33%	63,383 $4.77 Million
Q3 2023 Oct 04, 2023	BUY	$66.75 - $73.98 $18,356 - $20,344	275 Added 0.45%	61,940 $4.19 Billion
Q2 2023 Jul 13, 2023	SELL	$65.29 - $71.03 $69,468 - $75,575	-1,064 Reduced 1.7%	61,665 $4.38 Billion
Q1 2023 Apr 13, 2023	SELL	$64.24 - $73.9 $28,522 - $32,811	-444 Reduced 0.7%	62,729 $4.26 Billion
Q4 2022 Jan 20, 2023	BUY	$61.05 - $69.94 $3.86 Million - $4.42 Million	63,173 New	63,173 $4.14 Billion

Others Institutions Holding SCHM

# of Institutions

1,003

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Investment Center, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Investment Center, Inc. with notifications on news.

Account

Family Investment Center, Inc. Schwab Strategic U.S. Mid Cap Transaction History