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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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