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
2026 Q1	$1.59M	Buy	51,447 +1,134	+2%	+$36.1K	0.74%	28
2025 Q4	$1.51M	Buy	50,313 +18	+0%	+$537	0.72%	31
2025 Q3	$1.49M	Buy	50,295 +799	+2%	+$23.3K	0.73%	30
2025 Q2	$1.39M	Sell	49,496 -52,796	-52%	-$1.39M	0.72%	30
2025 Q1	$2.68M	Buy	102,292 +10,506	+11%	+$293K	1.63%	17
2024 Q4	$2.54M	Sell	91,786 -36,986	-29%	-$1.05M	1.59%	18
2024 Q3	$3.57M	Buy	128,772 +100,221	+351%	+$2.67M	2.34%	13
2024 Q2	$741K	Hold	28,551	–	–	0.52%	44
2024 Q1	$775K	Buy	28,551 +39	+0.1%	+$995	0.55%	42
2023 Q4	$716K	Buy	+28,512	New	+$653K	0.51%	41

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Long Island Wealth Management's SCHM Position: Q1 2026 in Review

Long Island Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.3% in Q1 2026, buying an estimated $36.1K and bringing the position to 51,447 shares worth $1.59M. The position accounts for 0.74% of the portfolio, ranked #28.

Long Island Wealth Management first reported a position in SCHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.57M in Q3 2024. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Long Island Wealth Management held 51,447 shares of Schwab US Mid-Cap ETF worth $1.59M as of Q1 2026.
Long Island Wealth Management bought 1,134 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $36.1K.
Schwab US Mid-Cap ETF made up 0.74% of Long Island Wealth Management's portfolio in Q1 2026, its #28 holding.
Long Island Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Schwab US Mid-Cap ETF position peaked at $3.57M in Q3 2024.
1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.