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

Brogan Financial’s Portfolio SCHM Stock Details SCHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$535K	Buy
2024 Q2	$490K	Buy
2024 Q1	$504K	Buy
2023 Q4	$450K	Buy
2023 Q3	$305K	Buy
2023 Q2	$277K	Buy
2023 Q1	$260K	Buy
2022 Q4	$236K	Buy