Sch Us Mid-cap Etf etf shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $566k | 10k | 56.53 |
| 2020-06-30 | $3.4M | 64k | 52.62 |
| 2020-03-31 | $2.2M | 53k | 42.16 |
| 2019-12-31 | $566k | 10k | 56.53 |
| 2019-09-30 | $566k | 10k | 56.53 |
| 2019-06-30 | $574k | 10k | 57.08 |
| 2019-03-31 | $557k | 10k | 55.39 |
| 2018-12-31 | $508k | 11k | 47.96 |
| 2018-09-30 | $586k | 10k | 57.80 |
| 2018-06-30 | $556k | 10k | 54.89 |
| 2018-03-31 | $550k | 10k | 52.92 |
| 2017-12-31 | $558k | 11k | 53.28 |
| 2017-09-30 | $533k | 11k | 50.14 |
| 2017-06-30 | $504k | 11k | 47.32 |
| 2017-03-31 | $504k | 11k | 47.32 |
| 2016-12-31 | $493k | 11k | 45.16 |
| 2016-09-30 | $579k | 13k | 43.53 |
| 2016-06-30 | $565k | 13k | 42.03 |
| 2016-03-31 | $526k | 13k | 40.56 |
| 2015-12-31 | $412k | 10k | 40.03 |
| 2015-09-30 | $269k | 6.9k | 38.97 |
More positions owned by Confluence Wealth Management
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