Sch Us Mid-cap Etf etf shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Sch Us Mid-cap Etf etf
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All positions including Sch Us Mid-cap Etf etf held by Castle 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 Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $467k | 5.6k | 83.09 |
| 2024-06-30 | $443k | 5.7k | 78.09 |
| 2024-03-31 | $472k | 5.8k | 81.43 |
| 2023-12-31 | $437k | 5.8k | 75.32 |
| 2023-09-30 | $392k | 5.8k | 67.68 |
| 2023-06-30 | $422k | 5.9k | 71.03 |
| 2023-03-31 | $438k | 6.5k | 67.85 |
| 2022-12-31 | $453k | 6.9k | 65.61 |
| 2022-09-30 | $578k | 9.5k | 60.57 |
| 2022-06-30 | $604k | 9.6k | 62.75 |