Trinity Legacy Partners, LLC SCHM Holdings History
Trinity Legacy Partners, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Trinity Legacy Partners, LLC held 467,830.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $12.87 Mil. This investment constitutes 3.26% of their stock portfolio, and Trinity Legacy Partners, LLC now holds 0.11% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q4. And since then Trinity Legacy Partners, LLC has made 13 purchases of SCHM, at an average price of $33.57, for a total of 1.54 Mil shares. In addition, there have been 12 sales at an average price of $34.76 for 1.08 Mil shares. Based on historical transaction data and SCHM's current price of $28.40, Trinity Legacy Partners, LLC's estimated gain on his SCHM holdings is $-1.13 Mil, reflecting a -2.18% gain to date.
Trinity Legacy Partners, LLC SCHM ($28.40) Holding Chart
Trinity Legacy Partners, LLC SCHM ($28.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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