Sch Us Mid-cap Etf etf shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $31M | 1.1M | 27.71 |
| 2024-09-30 | $29M | 351k | 83.09 |
| 2024-06-30 | $26M | 331k | 77.83 |
| 2024-03-31 | $27M | 331k | 81.43 |
| 2023-09-30 | $19M | 279k | 67.68 |
| 2023-06-30 | $18M | 256k | 71.03 |
| 2023-03-31 | $16M | 232k | 67.85 |
| 2022-12-31 | $14M | 218k | 65.61 |
| 2022-09-30 | $13M | 210k | 60.53 |
| 2022-06-30 | $13M | 199k | 62.73 |
| 2022-03-31 | $14M | 187k | 75.86 |
| 2021-12-31 | $14M | 171k | 80.43 |
| 2021-06-30 | $12M | 147k | 78.27 |
| 2021-03-31 | $10M | 138k | 74.43 |
| 2020-12-31 | $9.0M | 132k | 68.18 |
| 2020-09-30 | $7.3M | 132k | 55.48 |
| 2020-06-30 | $7.0M | 133k | 52.62 |
| 2020-03-31 | $4.1M | 97k | 42.16 |
| 2019-12-31 | $4.9M | 81k | 60.15 |
| 2019-09-30 | $2.9M | 52k | 56.53 |