Sch Us Mid-cap Etf etf shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $347k | 12k | 29.64 |
| 2025-06-30 | $328k | 12k | 28.05 |
| 2025-03-31 | $306k | 12k | 26.20 |
| 2024-12-31 | $324k | 12k | 27.71 |
| 2024-09-30 | $323k | 3.9k | 83.09 |
| 2024-06-30 | $314k | 4.0k | 77.82 |
| 2024-03-31 | $329k | 4.0k | 81.42 |
| 2023-12-31 | $304k | 4.0k | 75.32 |
| 2023-09-30 | $274k | 4.1k | 67.68 |
| 2023-06-30 | $295k | 4.2k | 71.03 |
| 2023-03-31 | $282k | 4.1k | 67.85 |
| 2022-12-31 | $284k | 4.3k | 65.62 |
| 2022-09-30 | $251k | 4.1k | 60.55 |
| 2022-06-30 | $260k | 4.1k | 62.70 |
| 2022-03-31 | $499k | 6.6k | 75.80 |
| 2021-12-31 | $582k | 7.2k | 80.46 |