Sch Us Mid-cap Etf etf shares owned by BlueChip Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by BlueChip Wealth Advisors
from 13F filings
Historical chart of BlueChip Wealth Advisors investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by BlueChip Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $824k | 28k | 29.64 |
| 2025-06-30 | $786k | 28k | 28.05 |
| 2025-03-31 | $739k | 28k | 26.20 |
| 2024-12-31 | $919k | 33k | 27.71 |
| 2024-09-30 | $896k | 11k | 83.10 |
| 2024-06-30 | $853k | 11k | 77.83 |
| 2024-03-31 | $911k | 11k | 81.44 |
| 2023-12-31 | $847k | 11k | 75.33 |
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