Sch Us Mid-cap Etf etf shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17M | 202k | 81.43 |
| 2023-12-31 | $15M | 203k | 75.32 |
| 2023-09-30 | $12M | 183k | 67.68 |
| 2023-06-30 | $13M | 182k | 71.03 |
| 2023-03-31 | $13M | 186k | 67.85 |
| 2022-12-31 | $11M | 174k | 65.61 |
| 2022-09-30 | $11M | 180k | 60.53 |
| 2022-06-30 | $11M | 178k | 62.73 |
| 2022-03-31 | $12M | 160k | 75.86 |
| 2021-12-31 | $13M | 156k | 80.43 |
| 2021-09-30 | $14M | 176k | 76.66 |
| 2021-06-30 | $13M | 167k | 78.27 |
| 2021-03-31 | $13M | 169k | 74.43 |
| 2020-12-31 | $12M | 171k | 68.18 |
| 2020-09-30 | $9.7M | 174k | 55.48 |
| 2020-06-30 | $9.3M | 177k | 52.62 |
| 2020-03-31 | $11M | 262k | 42.16 |
| 2019-12-31 | $361k | 6.0k | 60.23 |
| 2019-09-30 | $336k | 5.9k | 56.58 |
| 2019-06-30 | $223k | 3.9k | 57.14 |
| 2019-03-31 | $216k | 3.9k | 55.34 |
| 2018-12-31 | $217k | 4.5k | 47.93 |