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Sch Us Mid-cap Etf etf shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private 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 Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 140k 29.64
2025-06-30 $3.9M 139k 28.05
2025-03-31 $3.7M 139k 26.20
2024-12-31 $3.8M 138k 27.71
2024-09-30 $3.9M 47k 83.09
2024-06-30 $3.7M 47k 77.83
2024-03-31 $3.9M 48k 81.43
2023-12-31 $3.6M 47k 75.32
2023-09-30 $3.3M 48k 67.68
2023-06-30 $3.4M 48k 71.03
2023-03-31 $3.3M 49k 67.85
2022-12-31 $3.2M 49k 65.61
2022-09-30 $3.0M 49k 60.54
2022-06-30 $3.1M 49k 62.74
2022-03-31 $3.6M 48k 75.86
2021-12-31 $3.8M 48k 80.43
2021-09-30 $3.6M 47k 76.75
2021-06-30 $3.6M 46k 78.27
2021-03-31 $3.5M 47k 74.43
2020-12-31 $3.2M 46k 68.27
2020-09-30 $2.6M 47k 55.48
2020-06-30 $2.5M 48k 52.57
2020-03-31 $2.1M 49k 42.17
2019-12-31 $3.0M 51k 60.14
2019-09-30 $2.8M 49k 56.54
2019-06-30 $2.8M 49k 57.10
2019-03-31 $2.8M 51k 55.38
2018-12-31 $2.4M 50k 47.93
2018-09-30 $2.7M 47k 57.83
2018-06-30 $2.5M 45k 54.89
2018-03-31 $2.4M 45k 52.88
2017-12-31 $2.3M 42k 53.27
2017-09-30 $1.7M 34k 50.10
2017-06-30 $1.6M 33k 48.16
2017-03-31 $1.2M 26k 47.35
2016-12-31 $913k 20k 45.17
2016-09-30 $894k 21k 43.54
2016-06-30 $782k 19k 42.05
2016-03-31 $744k 18k 40.60
2015-12-31 $1.4M 36k 40.06
2015-09-30 $1.5M 38k 38.92
2015-06-30 $1.7M 40k 42.63
2015-03-31 $1.7M 40k 43.14
2014-12-31 $1.6M 40k 40.67
2014-09-30 $1.5M 39k 38.70
2014-06-30 $1.3M 32k 40.25
2014-03-31 $1.2M 30k 38.62
2013-12-31 $981k 26k 37.45
2013-09-30 $609k 18k 34.64
2013-06-30 $512k 16k 31.96

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf Call Option (SPY)
General Amern Invs Cef (GAM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Central Secs Corp Cef (CET)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Vanguard Total Stock Market Etf Etf (VTI)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Royce Small Cap Trust Cef (RVT)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

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View all funds holding Sch Us Mid-cap Etf etf