Sch Us Mid-cap Etf etf shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 19k | 81.43 |
| 2023-12-31 | $1.4M | 18k | 75.32 |
| 2023-09-30 | $1.7M | 25k | 67.68 |
| 2023-06-30 | $1.8M | 25k | 71.03 |
| 2023-03-31 | $1.7M | 25k | 67.85 |
| 2022-12-31 | $1.7M | 26k | 65.61 |
| 2022-09-30 | $1.7M | 27k | 60.53 |
| 2022-06-30 | $1.7M | 27k | 62.75 |
| 2022-03-31 | $2.1M | 28k | 75.87 |
| 2021-12-31 | $2.3M | 29k | 80.44 |
| 2021-09-30 | $2.2M | 29k | 76.68 |
| 2021-06-30 | $2.3M | 30k | 78.28 |
| 2021-03-31 | $2.3M | 30k | 74.43 |
| 2020-12-31 | $2.0M | 30k | 68.17 |
| 2020-09-30 | $1.9M | 34k | 55.49 |
| 2020-06-30 | $1.8M | 35k | 52.61 |
| 2020-03-31 | $1.7M | 41k | 42.16 |
| 2019-12-31 | $2.8M | 47k | 60.15 |
| 2019-09-30 | $2.7M | 47k | 56.53 |
| 2019-06-30 | $2.7M | 48k | 57.08 |
| 2019-03-31 | $2.6M | 46k | 55.38 |
| 2018-12-31 | $2.2M | 46k | 47.92 |
| 2018-09-30 | $501k | 8.7k | 57.79 |
| 2018-06-30 | $703k | 13k | 54.90 |
| 2018-03-31 | $667k | 13k | 52.89 |
| 2017-12-31 | $599k | 11k | 53.31 |
| 2017-09-30 | $464k | 9.3k | 50.06 |
| 2017-06-30 | $297k | 6.2k | 48.23 |
| 2017-03-31 | $277k | 6.1k | 45.19 |
| 2016-12-31 | $277k | 6.1k | 45.19 |
| 2016-09-30 | $230k | 5.3k | 43.60 |
| 2016-06-30 | $212k | 5.0k | 42.11 |
| 2016-03-31 | $201k | 4.9k | 40.63 |
| 2015-12-31 | $198k | 4.9k | 40.02 |
| 2015-09-30 | $187k | 4.8k | 38.96 |