Sch Us Mid-cap Etf etf shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group 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 Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $297M | 10M | 29.64 |
| 2025-06-30 | $266M | 9.5M | 28.05 |
| 2025-03-31 | $232M | 8.9M | 26.20 |
| 2024-12-31 | $207M | 7.5M | 27.71 |
| 2024-09-30 | $199M | 7.2M | 27.70 |
| 2024-06-30 | $174M | 2.2M | 77.83 |
| 2024-03-31 | $176M | 2.2M | 81.43 |
| 2023-12-31 | $150M | 2.0M | 75.32 |
| 2023-09-30 | $125M | 1.8M | 67.68 |
| 2023-06-30 | $124M | 1.7M | 71.03 |
| 2023-03-31 | $106M | 1.6M | 67.85 |
| 2022-12-31 | $98B | 1.5B | 65.61 |
| 2022-09-30 | $68M | 1.1M | 60.53 |
| 2022-06-30 | $77M | 1.2M | 62.73 |
| 2022-03-31 | $62M | 820k | 75.86 |
| 2021-12-31 | $56M | 700k | 80.43 |
| 2021-09-30 | $48M | 624k | 76.66 |
| 2021-06-30 | $44M | 562k | 78.27 |
| 2021-03-31 | $40M | 535k | 74.43 |
| 2020-12-31 | $28M | 414k | 68.18 |
| 2020-09-30 | $24M | 423k | 55.48 |
| 2020-06-30 | $21M | 400k | 52.62 |
| 2020-03-31 | $15M | 351k | 42.16 |
| 2019-12-31 | $15M | 243k | 60.15 |
| 2019-09-30 | $9.7M | 172k | 56.54 |
| 2019-06-30 | $3.0M | 3.3k | 914.07 |
| 2019-03-31 | $1.1M | 326k | 3.27 |
| 2018-12-31 | $591k | 12k | 47.93 |
| 2018-09-30 | $732k | 13k | 57.84 |
| 2018-06-30 | $1.0M | 19k | 56.39 |
| 2018-03-31 | $126k | 2.4k | 53.01 |
| 2017-12-31 | $112k | 2.1k | 53.13 |
More positions owned by Moneta Group Investment Advisors
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