Sch Us Mid-cap Etf etf shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth 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 Financial Synergies Wealth 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 Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.5M | 217k | 30.07 |
| 2025-09-30 | $6.5M | 220k | 29.64 |
| 2025-06-30 | $6.4M | 228k | 28.05 |
| 2025-03-31 | $5.8M | 221k | 26.20 |
| 2024-12-31 | $6.3M | 228k | 27.71 |
| 2024-09-30 | $6.2M | 74k | 83.09 |
| 2024-06-30 | $5.7M | 73k | 77.83 |
| 2024-03-31 | $6.1M | 75k | 81.43 |
| 2023-12-31 | $4.6M | 70k | 65.61 |
| 2023-09-30 | $5.3M | 78k | 67.68 |
| 2023-06-30 | $5.5M | 77k | 71.03 |
| 2023-03-31 | $4.7M | 70k | 67.85 |
| 2022-12-31 | $4.6M | 70k | 65.61 |
| 2022-09-30 | $1.8M | 30k | 60.53 |
| 2022-06-30 | $625k | 10k | 62.73 |
| 2022-03-31 | $214k | 2.8k | 75.86 |
| 2021-12-31 | $226k | 2.8k | 80.44 |
More positions owned by Financial Synergies Wealth Advisors
View all positions for Financial Synergies Wealth Advisors