Sch Us Mid-cap Etf etf shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Sch Us Mid-cap Etf etf
Tip: Access up to 7 years of quarterly data
All positions including Sch Us Mid-cap Etf etf held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sch Us Mid-cap Etf etf by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9k | 99 | 29.64 |
| 2025-06-30 | $2.8k | 99 | 28.05 |
| 2025-03-31 | $44k | 1.7k | 26.20 |
| 2024-12-31 | $46k | 1.7k | 27.71 |
| 2024-09-30 | $46k | 555 | 83.09 |
| 2024-06-30 | $43k | 555 | 77.83 |
| 2024-03-31 | $45k | 550 | 81.43 |
| 2023-12-31 | $41k | 539 | 75.33 |
| 2023-09-30 | $127k | 1.9k | 67.68 |
| 2023-06-30 | $132k | 1.9k | 71.01 |
| 2023-03-31 | $122k | 1.8k | 67.83 |
| 2022-12-31 | $145k | 2.2k | 65.64 |
| 2022-09-30 | $133k | 2.2k | 60.73 |
| 2022-06-30 | $113k | 1.8k | 62.95 |
| 2022-03-31 | $146k | 1.9k | 75.69 |
| 2021-12-31 | $100k | 1.2k | 80.65 |
More positions owned by Kathleen S. Wright Associates
View all positions for Kathleen S. Wright Associates