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Gryphon Financial Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Gryphon Financial Partners’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,424
Closed -$296K – 293
2024
Q2 		$296K Buy
+11,424
New +$299K 0.04% 223

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Gryphon Financial Partners's SCHM Position: Q3 2024 in Review

Gryphon Financial Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2024, closing a stake of 11,424 shares — an estimated $296K sold.

Gryphon Financial Partners first reported a position in SCHM in Q2 2024 and held it in 1 quarter. The position peaked at $296K in Q2 2024. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

  • Gryphon Financial Partners reported no remaining Schwab US Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Gryphon Financial Partners sold 11,424 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $296K.
  • Gryphon Financial Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Gryphon Financial Partners's Schwab US Mid-Cap ETF position peaked at $296K in Q2 2024.
  • 882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on Gryphon Financial Partners's 13F filing for Q3 2024, filed 8 Nov 2024.