Sch Us Mid-cap Etf etf shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $240k | 7.7k | 30.96 |
| 2025-12-31 | $233k | 7.7k | 30.07 |
| 2025-09-30 | $230k | 7.7k | 29.64 |
| 2025-06-30 | $217k | 7.7k | 28.05 |
| 2025-03-31 | $203k | 7.7k | 26.20 |
| 2024-12-31 | $215k | 7.7k | 27.71 |
| 2023-12-31 | $310k | 4.1k | 75.33 |
| 2023-09-30 | $347k | 5.1k | 67.68 |
| 2023-06-30 | $593k | 8.4k | 71.03 |
| 2023-03-31 | $646k | 9.5k | 67.85 |
| 2022-12-31 | $1.7M | 25k | 65.61 |
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