Sch Us Mid-cap Etf etf shares owned by Halpern Financial
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.5M | 67k | 82.51 |
| 2024-06-30 | $4.1M | 52k | 77.83 |
| 2024-03-31 | $3.4M | 42k | 80.35 |
| 2023-12-31 | $2.5M | 34k | 73.29 |
| 2023-09-30 | $870k | 13k | 67.68 |
| 2023-06-30 | $394k | 5.6k | 71.03 |
| 2022-12-31 | $12k | 180 | 65.61 |
| 2022-09-30 | $12k | 200 | 60.53 |
| 2022-06-30 | $13k | 200 | 62.73 |
| 2022-03-31 | $15k | 200 | 75.86 |
| 2021-12-31 | $16k | 200 | 80.43 |
| 2021-09-30 | $42k | 542 | 76.66 |