John W. Brooker & Co., CPAs SCHM Holdings History
John W. Brooker & Co., CPAs's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, John W. Brooker & Co., CPAs held 67,445.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $1.95 Mil. This investment constitutes 4.56% of their stock portfolio, and John W. Brooker & Co., CPAs now holds 0.02% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2019Q4. And since then John W. Brooker & Co., CPAs has made 14 purchases of SCHM, at an average price of $38.75, for a total of 258,430.00 shares. In addition, there have been 8 sales at an average price of $28.11 for 190,985.00 shares. Based on historical transaction data and SCHM's current price of $28.92, John W. Brooker & Co., CPAs's estimated gain on his SCHM holdings is $-2.70 Mil, reflecting a -26.92% gain to date.
John W. Brooker & Co., CPAs SCHM ($28.92) Holding Chart
John W. Brooker & Co., CPAs SCHM ($28.92) 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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