Sch Us Mid-cap Etf etf shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $558k | 19k | 29.64 |
| 2025-06-30 | $542k | 19k | 28.05 |
| 2025-03-31 | $610k | 23k | 26.20 |
| 2024-12-31 | $900k | 33k | 27.71 |
| 2024-09-30 | $956k | 12k | 83.09 |