Brooklyn Investment Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-4,099
Closed -$115K – 2303
2025
Q2
$115K Buy
+4,099
New +$108K 0.02% 872

Other funds holding SCHM

Brooklyn Investment Group's SCHM Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 4,099 shares — an estimated $115K sold.

Brooklyn Investment Group first reported a position in SCHM in Q2 2025 and held it in 1 quarter. The position peaked at $115K in Q2 2025. 945 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 4,099 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $115K.
  • Brooklyn Investment Group first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Brooklyn Investment Group's Schwab US Mid-Cap ETF position peaked at $115K in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.