Sch Us Mid-cap Etf etf shares owned by Evernest Financial Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Evernest Financial Advisors
from 13F filings
Historical chart of Evernest Financial Advisors 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 Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sch Us Mid-cap Etf etf by Evernest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $615k | 21k | 29.64 |
| 2025-06-30 | $580k | 21k | 28.05 |
| 2025-03-31 | $462k | 18k | 26.20 |
| 2024-12-31 | $487k | 18k | 27.71 |
| 2024-09-30 | $485k | 5.8k | 83.09 |
| 2024-06-30 | $451k | 5.8k | 77.82 |
| 2024-03-31 | $438k | 5.8k | 75.68 |
| 2023-12-31 | $867k | 12k | 75.32 |
More positions owned by Evernest Financial Advisors
View all positions for Evernest Financial Advisors