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Indiana Trust & Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Indiana Trust & Investment Management’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
Q1 		– Sell
-1,530
Closed -$38.4K – 485
2023
Q4 		$38.4K Hold
1,530
– – 0.02% 278
2023
Q3 		$34.5K Buy
+1,530
New +$36.2K 0.02% 285

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Indiana Trust & Investment Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 1,530 shares — an estimated $38.4K sold.

Indiana Trust & Investment Management first reported a position in SCHM in Q3 2023 and held it in 2 quarters. The position peaked at $38.4K in Q4 2023. 862 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Indiana Trust & Investment Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 1,530 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $38.4K.
  • Indiana Trust & Investment Management first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and held it in 2 quarters.
  • Indiana Trust & Investment Management's Schwab US Mid-Cap ETF position peaked at $38.4K in Q4 2023.
  • 862 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

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