Sch Us Mid-cap Etf etf shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood 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 Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 90k | 29.64 |
| 2025-06-30 | $2.4M | 86k | 28.05 |
| 2025-03-31 | $2.1M | 80k | 26.20 |
| 2024-12-31 | $2.2M | 78k | 27.71 |
| 2024-09-30 | $2.0M | 25k | 83.09 |
| 2024-06-30 | $1.1M | 14k | 77.83 |
| 2023-12-31 | $2.3M | 28k | 82.96 |