Sch Us Mid-cap Etf etf shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Sch Us Mid-cap Etf etf
Tip: Access up to 7 years of quarterly data
All positions including Sch Us Mid-cap Etf etf held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sch Us Mid-cap Etf etf by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $18M | 252k | 71.03 |
| 2023-03-31 | $17M | 251k | 67.85 |
| 2022-12-31 | $16M | 250k | 65.61 |
| 2022-09-30 | $14M | 237k | 60.53 |
| 2022-06-30 | $15M | 232k | 62.73 |
| 2022-03-31 | $17M | 230k | 75.86 |
| 2021-12-31 | $18M | 229k | 80.43 |
| 2021-09-30 | $17M | 224k | 76.66 |
| 2021-06-30 | $17M | 219k | 78.27 |
| 2021-03-31 | $16M | 209k | 74.43 |
| 2020-12-31 | $15M | 215k | 68.18 |
| 2020-09-30 | $12M | 216k | 55.48 |
| 2020-06-30 | $14M | 256k | 52.62 |
| 2020-03-31 | $9.8M | 232k | 42.16 |
| 2019-12-31 | $12M | 198k | 60.15 |
| 2019-09-30 | $11M | 197k | 56.54 |
| 2019-06-30 | $11M | 197k | 57.09 |
| 2019-03-31 | $11M | 194k | 55.39 |
| 2018-12-31 | $11M | 224k | 47.93 |
| 2018-09-30 | $12M | 213k | 57.84 |
| 2018-06-30 | $12M | 227k | 54.89 |
| 2018-03-31 | $15M | 275k | 52.88 |
| 2017-12-31 | $14M | 258k | 53.27 |
| 2017-09-30 | $12M | 244k | 50.11 |
| 2017-06-30 | $12M | 239k | 48.16 |
| 2017-03-31 | $10M | 220k | 47.33 |
| 2016-12-31 | $2.0M | 44k | 45.16 |
| 2016-09-30 | $2.1M | 49k | 43.53 |
| 2016-06-30 | $3.0M | 71k | 42.01 |
| 2016-03-31 | $5.2M | 129k | 40.59 |
More positions owned by BerganKDV Wealth Management
View all positions for BerganKDV Wealth Management