Brogan Financial, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Brogan Financial, Inc.

$176 Billion
Q3 2024

A detailed history of Brogan Financial, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Brogan Financial, Inc. holds 6,435 shares of SCHM stock, worth $190,990. This represents 0.3% of its overall portfolio holdings.

Number of Shares

6,435

Previous 6,290 2.31%

Holding current value

$190,990

Previous $490 Million 9.21%

% of portfolio

0.3%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$75.47 - $83.18 $10,943 - $12,061	145 Added 2.31%	6,435 $535 Million
Q2 2024 Aug 13, 2024	BUY	$75.69 - $81.19 $7,871 - $8,443	104 Added 1.68%	6,290 $490 Million
Q1 2024 May 10, 2024	BUY	$72.89 - $81.43 $15,744 - $17,588	216 Added 3.62%	6,186 $504 Million
Q4 2023 Feb 09, 2024	BUY	$63.01 - $75.95 $92,498 - $111,494	1,468 Added 32.61%	5,970 $450 Million
Q3 2023 Nov 13, 2023	BUY	$66.75 - $73.98 $40,517 - $44,905	607 Added 15.58%	4,502 $305 Million
Q2 2023 Aug 10, 2023	BUY	$65.29 - $71.03 $3,721 - $4,048	57 Added 1.49%	3,895 $277 Million
Q1 2023 May 15, 2023	BUY	$64.24 - $73.9 $15,353 - $17,662	239 Added 6.64%	3,838 $260 Million
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $219,718 - $251,714	3,599 New	3,599 $236 Million

Others Institutions Holding SCHM

# of Institutions

948

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Brogan Financial, Inc. Schwab Strategic U.S. Mid Cap Transaction History