Sch Us Mid-cap Etf etf shares owned by Compass Advisory Group
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Compass Advisory Group
from 13F filings
Historical chart of Compass Advisory Group investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Compass Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.9M | 71k | 83.09 |
| 2024-06-30 | $2.3M | 30k | 78.09 |
| 2024-03-31 | $2.4M | 30k | 81.43 |
| 2023-12-31 | $2.2M | 30k | 75.32 |
| 2023-09-30 | $2.2M | 33k | 67.68 |
| 2023-06-30 | $2.4M | 34k | 71.03 |
| 2023-03-31 | $2.3M | 34k | 67.85 |
| 2022-12-31 | $2.4M | 35k | 69.93 |
| 2022-09-30 | $2.3M | 38k | 60.53 |
| 2022-06-30 | $623k | 9.9k | 62.78 |
| 2022-03-31 | $525k | 6.9k | 75.81 |
| 2021-12-31 | $540k | 6.7k | 80.39 |
| 2021-09-30 | $514k | 6.7k | 76.61 |
| 2021-06-30 | $525k | 6.7k | 78.33 |
| 2021-03-31 | $498k | 6.7k | 74.37 |
| 2020-12-31 | $456k | 6.7k | 68.14 |