Sch Us Mid-cap Etf etf shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Sch Us Mid-cap Etf etf
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All positions including Sch Us Mid-cap Etf etf held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Sch Us Mid-cap Etf etf by Congress Wealth Management LLC / DE /
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $5.0M | 66k | 75.32 |
2023-09-30 | $4.6M | 68k | 67.68 |
2023-06-30 | $6.3M | 88k | 71.03 |
2023-03-31 | $6.2M | 91k | 67.85 |
2022-12-31 | $5.9M | 89k | 65.61 |
2022-09-30 | $5.5M | 91k | 60.54 |
2022-06-30 | $5.7M | 91k | 62.73 |
2022-03-31 | $6.5M | 86k | 75.85 |
2021-12-31 | $8.8M | 110k | 80.43 |
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