Sch Us Mid-cap Etf etf shares owned by LifeSteps Financial
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 25k | 81.43 |
| 2023-12-31 | $1.9M | 25k | 75.32 |
| 2023-09-30 | $1.7M | 25k | 67.68 |
| 2023-06-30 | $1.6M | 23k | 71.03 |
| 2023-03-31 | $1.6M | 23k | 67.85 |
| 2022-12-31 | $1.5M | 23k | 65.61 |
| 2022-09-30 | $1.7M | 28k | 60.51 |
| 2022-06-30 | $2.1M | 34k | 62.72 |
| 2022-03-31 | $2.9M | 38k | 75.85 |
| 2021-12-31 | $2.7M | 34k | 80.43 |
| 2021-09-30 | $2.3M | 30k | 76.68 |
| 2021-06-30 | $2.2M | 28k | 78.29 |
| 2021-03-31 | $1.7M | 23k | 74.44 |
| 2020-12-31 | $1.1M | 16k | 68.17 |
| 2020-09-30 | $747k | 14k | 55.49 |
| 2020-06-30 | $698k | 13k | 52.64 |
| 2020-03-31 | $414k | 9.8k | 42.18 |
| 2019-12-31 | $668k | 11k | 60.13 |