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Trutina Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Trutina Financial’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
2014
Q2 		– Sell
-2,337
Closed -$30K – 211
2014
Q1 		$30K Buy
+2,337
New +$29.5K 0.02% 161

Other funds holding SCHM

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
AHS
Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LIM
Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return

Trutina Financial's SCHM Position: Q2 2014 in Review

Trutina Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2014, closing a stake of 2,337 shares — an estimated $30K sold.

Trutina Financial first reported a position in SCHM in Q1 2014 and held it in 1 quarter. The position peaked at $30K in Q1 2014. 114 funds tracked by Wall St. Rank hold SCHM as of Q2 2014.

  • Trutina Financial reported no remaining Schwab US Mid-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 2,337 Schwab US Mid-Cap ETF shares in Q2 2014, an estimated $30K.
  • Trutina Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2014 and held it in 1 quarter.
  • Trutina Financial's Schwab US Mid-Cap ETF position peaked at $30K in Q1 2014.
  • 114 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.