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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
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 (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
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