Sch Us Mid-cap Etf etf shares owned by Advisor OS
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 10k | 29.64 |
| 2025-06-30 | $288k | 10k | 28.05 |
| 2025-03-31 | $270k | 10k | 26.20 |
| 2024-12-31 | $277k | 10k | 27.71 |
| 2021-12-31 | $808k | 10k | 80.40 |
| 2021-09-30 | $834k | 11k | 76.67 |
| 2021-06-30 | $904k | 12k | 78.23 |
| 2021-03-31 | $860k | 12k | 74.43 |
| 2020-09-30 | $805k | 15k | 54.10 |
| 2020-06-30 | $2.2M | 42k | 52.62 |