Sch Us Mid-cap Etf etf shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion 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 Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.8M | 58k | 30.97 |
| 2025-12-31 | $1.7M | 56k | 30.06 |
| 2025-09-30 | $1.6M | 55k | 29.64 |
| 2025-06-30 | $1.4M | 50k | 28.30 |
| 2025-03-31 | $1.2M | 47k | 26.31 |
| 2024-12-31 | $1.2M | 42k | 27.71 |