Sch Us Mid-cap Etf etf shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth Advisors investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Sightline Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.9M | 110k | 81.43 |
| 2023-12-31 | $8.1M | 108k | 75.32 |
| 2023-09-30 | $7.2M | 106k | 67.68 |
| 2023-06-30 | $7.3M | 107k | 67.85 |
| 2023-03-31 | $7.2M | 106k | 67.85 |
| 2022-12-31 | $7.0M | 107k | 65.61 |
| 2022-09-30 | $6.4M | 103k | 62.17 |
| 2022-06-30 | $6.4M | 103k | 62.46 |
| 2022-03-31 | $7.8M | 103k | 75.86 |
| 2021-12-31 | $8.4M | 104k | 80.76 |
| 2021-09-30 | $8.1M | 106k | 76.66 |
| 2021-06-30 | $8.3M | 106k | 78.27 |
| 2021-03-31 | $7.8M | 104k | 74.69 |
| 2020-12-31 | $7.7M | 113k | 68.18 |