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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-14,901
Closed -$377K – 54
2022
Q1 		$377K Buy
+14,901
New +$373K 0.24% 42

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Trinity Financial Advisors's SCHM Position: Q2 2022 in Review

Trinity Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 14,901 shares — an estimated $377K sold.

Trinity Financial Advisors first reported a position in SCHM in Q1 2022 and held it in 1 quarter. The position peaked at $377K in Q1 2022. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Trinity Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Trinity Financial Advisors sold 14,901 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $377K.
  • Trinity Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Trinity Financial Advisors's Schwab US Mid-Cap ETF position peaked at $377K in Q1 2022.
  • 737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Trinity Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.