Long Island Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
49,496
-52,796
| -52% | -$1.48M | 0.72% | 30 |
|
|
2025
Q1 | $2.68M | Buy |
102,292
+10,506
| +11% | +$275K | 1.63% | 17 |
|
|
2024
Q4 | $2.54M | Sell |
91,786
-36,986
| -29% | -$1.02M | 1.59% | 18 |
|
|
2024
Q3 | $3.57M | Buy |
128,772
+100,221
| +351% | +$2.78M | 2.34% | 13 |
|
|
2024
Q2 | $741K | Hold |
28,551
| – | – | 0.52% | 44 |
|
|
2024
Q1 | $775K | Buy |
28,551
+39
| +0.1% | +$1.06K | 0.55% | 42 |
|
|
2023
Q4 | $716K | Buy |
+28,512
| New | +$716K | 0.51% | 41 |
|