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TrinityPoint Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TrinityPoint Wealth’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
Q4 		$309K Buy
11,163
+1,293
+13% +$36.8K 0.04% 263
2024
Q3 		$273K Sell
9,870
-399
-4% -$10.6K 0.04% 271
2024
Q2 		$266K Hold
10,269
– – 0.04% 263
2024
Q1 		$279K Buy
10,269
+1,125
+12% +$28.7K 0.05% 253
2023
Q4 		$230K Sell
9,144
-126
-1% -$2.89K 0.04% 276
2023
Q3 		$209K Buy
9,270
+3
+0% +$71 0.04% 268
2023
Q2 		$219K Buy
9,267
+3
+0% +$68 0.04% 255
2023
Q1 		$210K Buy
9,264
+3
+0% +$69 0.04% 256
2022
Q4 		$203K Buy
+9,261
New +$203K 0.05% 264

Other funds holding SCHM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TrinityPoint Wealth's SCHM Position: Q4 2024 in Review

TrinityPoint Wealth increased its Schwab US Mid-Cap ETF (SCHM) stake by 13% in Q4 2024, buying an estimated $36.8K and bringing the position to 11,163 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #263.

TrinityPoint Wealth first reported a position in SCHM in Q4 2022 and has held it in 9 quarters since. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • TrinityPoint Wealth held 11,163 shares of Schwab US Mid-Cap ETF worth $309K as of Q4 2024.
  • TrinityPoint Wealth bought 1,293 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $36.8K.
  • Schwab US Mid-Cap ETF made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #263 holding.
  • TrinityPoint Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 9 quarters since.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.