Sch Us Mid-cap Etf etf shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina 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 Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 54k | 83.09 |
| 2024-06-30 | $4.3M | 55k | 77.83 |
| 2024-03-31 | $4.1M | 51k | 81.43 |
| 2023-12-31 | $3.8M | 50k | 75.32 |
| 2023-09-30 | $3.4M | 51k | 67.68 |
| 2023-06-30 | $3.8M | 54k | 71.03 |
| 2023-03-31 | $3.6M | 53k | 67.85 |
| 2022-12-31 | $3.5M | 54k | 65.61 |
| 2022-09-30 | $3.3M | 54k | 60.52 |
| 2022-06-30 | $3.4M | 54k | 62.74 |
| 2022-03-31 | $4.1M | 55k | 75.85 |
| 2021-12-31 | $4.3M | 54k | 80.43 |
| 2021-09-30 | $4.0M | 53k | 76.67 |
| 2021-06-30 | $4.1M | 52k | 78.27 |
| 2021-03-31 | $4.0M | 54k | 74.42 |
| 2020-12-31 | $3.8M | 56k | 68.17 |
| 2020-09-30 | $4.0M | 72k | 55.48 |
| 2020-06-30 | $3.7M | 70k | 52.61 |
| 2020-03-31 | $2.9M | 69k | 42.16 |
| 2019-12-31 | $3.6M | 60k | 60.16 |