Sch Us Mid-cap Etf etf shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions 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 Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 47k | 83.09 |
| 2024-06-30 | $4.1M | 52k | 77.83 |
| 2024-03-31 | $4.2M | 52k | 81.43 |
| 2023-12-31 | $3.7M | 50k | 75.32 |
| 2023-09-30 | $3.3M | 49k | 67.68 |
| 2023-06-30 | $3.0M | 43k | 71.03 |
| 2023-03-31 | $2.8M | 41k | 67.85 |
| 2022-12-31 | $2.8M | 42k | 65.61 |
| 2022-09-30 | $2.2M | 36k | 60.53 |
| 2022-06-30 | $2.1M | 34k | 62.73 |
| 2022-03-31 | $2.6M | 34k | 75.86 |
| 2021-12-31 | $2.8M | 35k | 80.43 |
| 2021-09-30 | $2.6M | 34k | 76.66 |
| 2021-06-30 | $2.7M | 34k | 78.27 |
| 2021-03-31 | $2.2M | 30k | 74.43 |
| 2020-12-31 | $2.2M | 32k | 68.18 |
| 2020-09-30 | $2.1M | 38k | 55.48 |
| 2020-06-30 | $2.4M | 46k | 52.62 |
| 2020-03-31 | $2.1M | 49k | 42.16 |
| 2019-12-31 | $2.9M | 48k | 60.15 |
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