Sch Us Mid-cap Etf etf shares owned by Lee Financial
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.5M | 113k | 75.32 |
| 2023-09-30 | $7.2M | 107k | 67.68 |
| 2023-06-30 | $7.7M | 109k | 71.03 |
| 2023-03-31 | $7.3M | 108k | 67.85 |
| 2022-12-31 | $7.1M | 109k | 65.61 |
| 2022-09-30 | $6.5M | 108k | 60.53 |
| 2022-06-30 | $7.1M | 113k | 62.73 |
| 2022-03-31 | $8.8M | 116k | 75.86 |
| 2021-12-31 | $9.4M | 117k | 80.43 |
| 2021-09-30 | $9.1M | 119k | 76.66 |
| 2021-06-30 | $9.3M | 119k | 78.27 |
| 2021-03-31 | $9.1M | 122k | 74.43 |
| 2020-12-31 | $8.6M | 126k | 68.18 |
| 2020-09-30 | $8.0M | 145k | 55.48 |
| 2020-06-30 | $9.3M | 177k | 52.62 |
| 2020-03-31 | $9.5M | 226k | 42.16 |
| 2019-12-31 | $13M | 223k | 60.15 |
| 2019-09-30 | $13M | 233k | 56.54 |
| 2019-06-30 | $14M | 252k | 57.09 |
| 2019-03-31 | $13M | 238k | 55.39 |
| 2018-12-31 | $10M | 210k | 47.93 |
| 2018-09-30 | $9.1M | 157k | 57.84 |
| 2018-06-30 | $7.9M | 143k | 54.89 |
| 2018-03-31 | $7.0M | 132k | 52.88 |
| 2017-12-31 | $5.8M | 109k | 53.27 |
| 2017-09-30 | $5.4M | 108k | 50.11 |
| 2017-06-30 | $4.1M | 85k | 48.17 |
| 2017-03-31 | $3.7M | 77k | 47.34 |
| 2016-12-31 | $439k | 9.7k | 45.19 |