Brookstone Capital Management’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 | $6.09M | Buy |
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|
2025
Q2 | $5.63M | Buy |
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|
2025
Q1 | $5.06M | Buy |
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|
2024
Q4 | $4.99M | Buy |
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|
2024
Q3 | $4.87M | Buy |
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|
2024
Q2 | $4.54M | Sell |
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|
2024
Q1 | $5.02M | Buy |
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|
2023
Q4 | $4.64M | Sell |
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|
2023
Q3 | $22.2M | Sell |
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|
2023
Q2 | $26.6M | Sell |
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|
2023
Q1 | $26.9M | Sell |
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|
2022
Q4 | $30.3M | Sell |
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|
2022
Q3 | $29.6M | Sell |
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|
2022
Q2 | $34.5M | Sell |
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|
2022
Q1 | $48.5M | Sell |
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|
2021
Q4 | $75M | Sell |
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|
2021
Q3 | $83.3M | Sell |
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|
2021
Q2 | $175M | Buy |
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