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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,229
Closed -$200K – 286
2024
Q4 		$200K Buy
+7,229
New +$206K 0.05% 250

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L.M. Kohn & Company's SCHM Position: Q1 2025 in Review

L.M. Kohn & Company sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 7,229 shares — an estimated $200K sold.

L.M. Kohn & Company first reported a position in SCHM in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • L.M. Kohn & Company reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 7,229 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $200K.
  • L.M. Kohn & Company first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
  • L.M. Kohn & Company's Schwab US Mid-Cap ETF position peaked at $200K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on L.M. Kohn & Company's 13F filing for Q1 2025, filed 21 Apr 2025.