Sch Us Mid-cap Etf etf shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Milestone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 340k | 29.64 |
| 2025-06-30 | $9.6M | 343k | 28.05 |
| 2025-03-31 | $9.8M | 375k | 26.20 |
| 2024-12-31 | $11M | 400k | 27.71 |
| 2024-09-30 | $11M | 137k | 83.09 |
| 2024-06-30 | $11M | 143k | 77.83 |
| 2024-03-31 | $12M | 149k | 81.43 |
| 2023-12-31 | $12M | 156k | 75.32 |
| 2023-09-30 | $11M | 165k | 67.68 |
| 2023-06-30 | $12M | 166k | 71.03 |
| 2023-03-31 | $13M | 192k | 67.85 |
| 2022-12-31 | $13M | 196k | 65.61 |
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