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

Brogan 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
2024
Q4 		– Sell
-19,305
Closed -$535K – 59
2024
Q3 		$535K Buy
19,305
+435
+2% +$11.6K 0.3% 23
2024
Q2 		$490K Buy
18,870
+312
+2% +$8.16K 0.31% 23
2024
Q1 		$504K Buy
18,558
+648
+4% +$16.5K 0.33% 22
2023
Q4 		$450K Buy
17,910
+4,404
+33% +$101K 0.33% 20
2023
Q3 		$305K Buy
13,506
+1,821
+16% +$43.1K 0.27% 31
2023
Q2 		$277K Buy
11,685
+171
+1% +$3.85K 0.23% 31
2023
Q1 		$260K Buy
11,514
+717
+7% +$16.5K 0.22% 32
2022
Q4 		$236K Buy
+10,797
New +$237K 0.21% 33

Other funds holding SCHM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Brogan Financial's SCHM Position: Q4 2024 in Review

Brogan Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 19,305 shares — an estimated $535K sold.

Brogan Financial first reported a position in SCHM in Q4 2022 and held it in 8 quarters. The position peaked at $535K in Q3 2024. 931 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Brogan Financial reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Brogan Financial sold 19,305 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $535K.
  • Brogan Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 8 quarters.
  • Brogan Financial's Schwab US Mid-Cap ETF position peaked at $535K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

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