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Idaho Trust Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Idaho Trust Bank’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
Q2 		– Sell
-13,497
Closed -$366K – 128
2024
Q1 		$366K Buy
+13,497
New +$344K 0.35% 64

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Idaho Trust Bank's SCHM Position: Q2 2024 in Review

Idaho Trust Bank sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 13,497 shares — an estimated $366K sold.

Idaho Trust Bank first reported a position in SCHM in Q1 2024 and held it in 1 quarter. The position peaked at $366K in Q1 2024. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Idaho Trust Bank reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 13,497 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $366K.
  • Idaho Trust Bank first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's Schwab US Mid-Cap ETF position peaked at $366K in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.