Sch Us Mid-cap Etf etf shares owned by Capital Planning
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 120k | 29.64 |
| 2025-06-30 | $3.3M | 119k | 28.05 |
| 2025-03-31 | $3.1M | 117k | 26.20 |
| 2024-12-31 | $3.2M | 114k | 27.71 |
| 2024-09-30 | $2.8M | 34k | 83.09 |
| 2024-06-30 | $2.5M | 32k | 78.07 |
| 2024-03-31 | $1.7M | 21k | 81.43 |
| 2023-12-31 | $1.4M | 18k | 75.32 |
| 2023-09-30 | $895k | 13k | 67.68 |
| 2023-06-30 | $876k | 12k | 71.03 |
| 2023-03-31 | $678k | 10k | 67.85 |
| 2022-12-31 | $617k | 9.4k | 65.61 |
| 2022-09-30 | $416k | 6.9k | 60.55 |
| 2022-06-30 | $280k | 4.5k | 62.75 |
| 2022-03-31 | $307k | 4.1k | 75.80 |
| 2021-12-31 | $358k | 4.4k | 80.58 |
| 2021-09-30 | $331k | 4.3k | 76.74 |
| 2021-06-30 | $333k | 4.3k | 78.19 |