Sch Us Mid-cap Etf etf shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $393k | 15k | 26.20 |
| 2024-12-31 | $415k | 15k | 27.71 |
| 2024-09-30 | $413k | 5.0k | 83.09 |
| 2024-06-30 | $384k | 4.9k | 77.83 |