Number of Shares
686,194.00
Current Holdings Value*
$52.60 Mil
% of Portfolio
9.18%
Total Estimate Gain
$-11.13 Mil
% of Total Estimate Gain
-32.58%

Brouwer & Janachowski, LLC's Schwab U.S. Mid-Cap ETF Holding Summary

As of 2021-09-30, Brouwer & Janachowski, LLC held 686,194.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $52.60 Mil. This investment constitutes 9.18% of their stock portfolio, and Brouwer & Janachowski, LLC now holds 0.52% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.

The initial trade took place in 2015Q4. And since then Brouwer & Janachowski, LLC has made 10 purchases of SCHM, at an average price of $45.45, for a total of 751,432.00 shares. In addition, there have been 5 sales at an average price of $54.29 for 65,238.00 shares. Based on historical transaction data and SCHM's current price of $28.40, Brouwer & Janachowski, LLC's estimated gain on his SCHM holdings is $-11.13 Mil, reflecting a -32.58% gain to date.

Brouwer & Janachowski, LLC SCHM ($28.40) Holding Chart

Brouwer & Janachowski, LLC SCHM ($28.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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