TPA
SCHM icon

Trivium Point Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Trivium Point Advisory’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
Q1 		– Sell
-29,199
Closed -$733K – 232
2023
Q4 		$733K Buy
29,199
+3,426
+13% +$78.5K 0.18% 122
2023
Q3 		$565K Buy
25,773
+3,993
+18% +$94.6K 0.16% 137
2023
Q2 		$516K Buy
21,780
+8,961
+70% +$202K 0.14% 150
2023
Q1 		$290K Buy
12,819
+1,344
+12% +$31K 0.08% 167
2022
Q4 		$257K Buy
11,475
+1,104
+11% +$24.2K 0.07% 161
2022
Q3 		$221K Buy
10,371
+114
+1% +$2.54K 0.07% 170
2022
Q2 		$221K Buy
+10,257
New +$237K 0.07% 181

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return