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Trinity Legacy Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Trinity Legacy Partners’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
2026
Q1 		$16.3M Buy
493,096
+8,641
+2% +$275K 3.53% 4
2025
Q4 		$14.6M Buy
484,455
+7,047
+1% +$210K 3.34% 4
2025
Q3 		$14.1M Buy
477,408
+7,160
+2% +$208K 3.25% 5
2025
Q2 		$13.4M Buy
470,248
+2,418
+0.5% +$63.8K 3.24% 5
2025
Q1 		$12.9M Buy
467,830
+19,165
+4% +$534K 3.26% 5
2024
Q4 		$12.4M Sell
448,665
-861,453
-66% -$24.5M 3.2% 6
2024
Q3 		$12.3M Buy
1,310,118
+897,459
+217% +$23.9M 3.16% 6
2024
Q2 		$10.7M Buy
412,659
+8,379
+2% +$219K 3.04% 7
2024
Q1 		$11M Sell
404,280
-57,927
-13% -$1.48M 3.21% 6
2023
Q4 		$11.6M Buy
462,207
+62,880
+16% +$1.44M 3.66% 5
2023
Q3 		$9.01M Buy
399,327
+96,480
+32% +$2.29M 3.11% 4
2023
Q2 		$7.17M Buy
302,847
+48,159
+19% +$1.09M 2.51% 11
2023
Q1 		$5.76M Sell
254,688
-9,447
-4% -$218K 2.16% 13
2022
Q4 		$5.78M Buy
264,135
+3,462
+1% +$75.9K 2.3% 11
2022
Q3 		$5.26M Sell
260,673
-53,418
-17% -$1.19M 2.25% 11
2022
Q2 		$6.66M Sell
314,091
-288
-0.1% -$6.65K 2.59% 8
2022
Q1 		$7.95M Buy
314,379
+18,855
+6% +$473K 2.68% 7
2021
Q4 		$7.92M Buy
295,524
+14,454
+5% +$385K 2.69% 8
2021
Q3 		$7.18M Buy
281,070
+9,504
+3% +$248K 2.58% 7
2021
Q2 		$7.02M Sell
271,566
-29,460
-10% -$761K 2.58% 8
2021
Q1 		$7.78M Sell
301,026
-2,619
-0.9% -$63.5K 3.1% 5
2020
Q4 		$6.9M Buy
303,645
+30,789
+11% +$642K 3.13% 5
2020
Q3 		$5.38M Sell
272,856
-81,378
-23% -$1.51M 2.6% 8
2020
Q2 		$6.28M Buy
354,234
+93,444
+36% +$1.52M 3.22% 7
2020
Q1 		$3.48M Sell
260,790
-320,055
-55% -$5.86M 2.45% 11
2019
Q4 		$11.7M Sell
580,845
-24,459
-4% -$474K 5.47% 3
2019
Q3 		$11.3M Sell
605,304
-32,874
-5% -$621K 5.58% 3
2019
Q2 		$11.9M Sell
638,178
-34,233
-5% -$640K 8.2% 2
2019
Q1 		$12.4M Buy
672,411
+154,809
+30% +$2.77M 8.16% 2
2018
Q4 		$8.27M Buy
+517,602
New +$9.04M 8% 2

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trinity Legacy Partners's SCHM Position: Q1 2026 in Review

Trinity Legacy Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.8% in Q1 2026, buying an estimated $275K and bringing the position to 493,096 shares worth $16.3M. The position accounts for 3.53% of the portfolio, ranked #4.

Trinity Legacy Partners first reported a position in SCHM in Q4 2018 and has held it in 30 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Trinity Legacy Partners held 493,096 shares of Schwab US Mid-Cap ETF worth $16.3M as of Q1 2026.
  • Trinity Legacy Partners bought 8,641 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $275K.
  • Schwab US Mid-Cap ETF made up 3.53% of Trinity Legacy Partners's portfolio in Q1 2026, its #4 holding.
  • Trinity Legacy Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.