Sch Us Mid-cap Etf etf shares owned by Heritage Trust
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $507k | 17k | 29.64 |
| 2025-06-30 | $480k | 17k | 28.05 |
| 2025-03-31 | $448k | 17k | 26.20 |
| 2024-12-31 | $474k | 17k | 27.71 |
| 2024-06-30 | $444k | 5.7k | 77.83 |
| 2024-03-31 | $464k | 5.7k | 81.43 |
| 2023-12-31 | $429k | 5.7k | 75.32 |
| 2023-09-30 | $386k | 5.7k | 67.68 |
| 2023-06-30 | $405k | 5.7k | 71.03 |