Sch Us Mid-cap Etf etf shares owned by Waterfront Wealth
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 23k | 75.32 |
| 2023-09-30 | $1.4M | 22k | 64.28 |
| 2023-06-30 | $1.6M | 21k | 73.33 |
| 2023-03-31 | $1.5M | 22k | 67.85 |
| 2022-12-31 | $1.6M | 22k | 71.25 |
| 2022-09-30 | $1.5M | 22k | 65.81 |
| 2022-06-30 | $1.5M | 24k | 62.75 |
| 2022-03-31 | $1.8M | 25k | 74.46 |
| 2021-12-31 | $2.0M | 25k | 80.41 |
| 2021-09-30 | $2.1M | 27k | 76.67 |
| 2021-06-30 | $2.1M | 27k | 78.29 |
| 2021-03-31 | $2.0M | 27k | 75.52 |
| 2020-12-31 | $2.8M | 41k | 68.17 |