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Trinity Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Trinity Financial Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,967
Closed -$377K – 54
2022
Q1 		$377K Buy
+4,967
New +$377K 0.24% 42