Long Island Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Long Island Wealth Management’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 Q2	$1.39M	Sell
2025 Q1	$2.68M	Buy
2024 Q4	$2.54M	Sell
2024 Q3	$3.57M	Buy
2024 Q2	$741K	Hold
2024 Q1	$775K	Buy
2023 Q4	$716K	Buy