Sch Us Mid-cap Etf etf shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $389k | 13k | 29.64 |
| 2025-06-30 | $367k | 13k | 28.05 |
| 2025-03-31 | $342k | 13k | 26.20 |
| 2024-12-31 | $361k | 13k | 27.71 |
| 2021-12-31 | $243k | 3.0k | 80.46 |
| 2021-09-30 | $232k | 3.0k | 76.82 |
| 2021-06-30 | $239k | 3.0k | 78.39 |
| 2021-03-31 | $245k | 3.3k | 74.56 |
| 2020-12-31 | $227k | 3.3k | 68.25 |