Trinity Legacy Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
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|
2025
Q1 | $12.9M | Buy |
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|
2024
Q4 | $12.4M | Sell |
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|
2024
Q3 | $12.3M | Buy |
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|
2024
Q2 | $10.7M | Buy |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $11.6M | Buy |
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|
2023
Q3 | $9.01M | Buy |
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|
2023
Q2 | $7.17M | Buy |
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|
2023
Q1 | $5.76M | Sell |
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|
2022
Q4 | $5.78M | Buy |
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|
2022
Q3 | $5.26M | Sell |
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|
2022
Q2 | $6.66M | Sell |
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|
2022
Q1 | $7.95M | Buy |
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|
2021
Q4 | $7.92M | Buy |
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|
2021
Q3 | $7.18M | Buy |
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|
2021
Q2 | $7.02M | Sell |
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|
2021
Q1 | $7.78M | Sell |
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|
2020
Q4 | $6.9M | Buy |
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|
2020
Q3 | $5.38M | Sell |
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|
2020
Q2 | $6.28M | Buy |
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|
2020
Q1 | $3.48M | Sell |
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|
2019
Q4 | $11.7M | Sell |
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|
2019
Q3 | $11.3M | Sell |
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|
2019
Q2 | $11.9M | Sell |
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|
2019
Q1 | $12.4M | Buy |
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|
2018
Q4 | $8.27M | Buy |
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