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

Tull Financial Group’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 		– Sell
-7,398
Closed -$205K – 31
2024
Q3 		$205K Buy
+7,398
New +$197K 0.12% 25

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Tull Financial Group's SCHM Position: Q4 2024 in Review

Tull Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 7,398 shares — an estimated $205K sold.

Tull Financial Group first reported a position in SCHM in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Tull Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Tull Financial Group sold 7,398 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $205K.
  • Tull Financial Group first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Tull Financial Group's Schwab US Mid-Cap ETF position peaked at $205K in Q3 2024.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Tull Financial Group's 13F filing for Q4 2024, filed 4 Feb 2025.