Sch Us Mid-cap Etf etf shares owned by Continuum Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Continuum Wealth Advisors
from 13F filings
Historical chart of Continuum Wealth Advisors investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Continuum Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $604k | 20k | 29.64 |
| 2025-06-30 | $577k | 21k | 28.05 |
| 2025-03-31 | $561k | 21k | 26.20 |
| 2024-12-31 | $660k | 24k | 27.71 |
| 2024-09-30 | $662k | 8.0k | 83.09 |
| 2024-06-30 | $643k | 8.3k | 77.83 |
| 2024-03-31 | $692k | 8.5k | 81.43 |
| 2023-12-31 | $648k | 8.6k | 75.32 |
| 2023-09-30 | $594k | 8.8k | 67.68 |
| 2023-06-30 | $624k | 8.8k | 71.03 |
| 2023-03-31 | $597k | 8.8k | 67.85 |
| 2022-12-31 | $2.2M | 33k | 65.61 |