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Indiana Trust & Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Indiana Trust & Investment Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,526
Closed -$46.9K – 484
2023
Q4 		$46.9K Hold
2,526
– – 0.02% 264
2023
Q3 		$42K Buy
+2,526
New +$43.7K 0.02% 266

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SCM
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R
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
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HighTower Advisors
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HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Indiana Trust & Investment Management's SCHB Position: Q1 2024 in Review

Indiana Trust & Investment Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 2,526 shares — an estimated $46.9K sold.

Indiana Trust & Investment Management first reported a position in SCHB in Q3 2023 and held it in 2 quarters. The position peaked at $46.9K in Q4 2023. 1,073 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Indiana Trust & Investment Management reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 2,526 Schwab US Broad Market ETF shares in Q1 2024, an estimated $46.9K.
  • Indiana Trust & Investment Management first reported a position in Schwab US Broad Market ETF in Q3 2023 and held it in 2 quarters.
  • Indiana Trust & Investment Management's Schwab US Broad Market ETF position peaked at $46.9K in Q4 2023.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2024, filed 16 Apr 2024.