LMKC
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L.M. Kohn & Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

L.M. Kohn & Company’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,229
Closed -$200K – 286
2024
Q4 		$200K Buy
+7,229
New +$200K 0.05% 250