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
Tip: Access up to 7 years of quarterly data
All positions including Sch Us Mid-cap Etf etf held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Sch Us Mid-cap Etf etf by Keystone Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |