Sch Us Mid-cap Etf etf shares owned by Ballast Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $230k | 2.8k | 81.43 |
| 2023-12-31 | $213k | 2.8k | 75.32 |
| 2023-09-30 | $260k | 3.8k | 67.68 |
| 2023-06-30 | $319k | 4.5k | 71.03 |
| 2023-03-31 | $336k | 5.0k | 67.85 |
| 2022-12-31 | $344k | 5.2k | 65.61 |
| 2022-09-30 | $322k | 5.3k | 60.51 |
| 2022-06-30 | $334k | 5.3k | 62.77 |
| 2022-03-31 | $404k | 5.3k | 75.93 |
| 2021-12-31 | $428k | 5.3k | 80.44 |
| 2021-09-30 | $408k | 5.3k | 76.68 |
| 2021-06-30 | $352k | 4.5k | 78.26 |
| 2021-03-31 | $398k | 5.3k | 74.49 |
| 2020-12-31 | $364k | 5.3k | 68.13 |
| 2020-09-30 | $429k | 7.7k | 55.51 |
| 2020-06-30 | $1.8M | 34k | 52.63 |
| 2020-03-31 | $1.6M | 38k | 42.15 |
| 2019-12-31 | $2.4M | 40k | 60.15 |