Sch Us Mid-cap Etf etf shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 137k | 28.29 |
| 2025-06-30 | $3.9M | 137k | 28.58 |
| 2025-03-31 | $3.6M | 138k | 26.20 |
| 2024-12-31 | $3.8M | 133k | 28.94 |
| 2024-09-30 | $3.7M | 44k | 83.09 |
| 2024-06-30 | $3.5M | 45k | 77.09 |
| 2024-03-31 | $3.6M | 45k | 79.82 |
| 2023-12-31 | $2.9M | 38k | 75.32 |