Sch Us Mid-cap Etf etf shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 47k | 29.64 |
| 2025-06-30 | $1.3M | 46k | 28.05 |
| 2025-03-31 | $1.2M | 46k | 26.20 |
| 2024-12-31 | $1.3M | 48k | 27.71 |
| 2024-09-30 | $1.5M | 18k | 81.43 |
| 2024-06-30 | $1.4M | 17k | 77.83 |
| 2024-03-31 | $1.5M | 18k | 81.43 |
| 2023-12-31 | $1.4M | 19k | 75.32 |
| 2023-09-30 | $1.2M | 18k | 67.68 |
| 2023-06-30 | $1.3M | 18k | 71.03 |
| 2023-03-31 | $1.3M | 20k | 65.61 |
| 2022-12-31 | $1.3M | 20k | 65.61 |
| 2022-09-30 | $1.3M | 22k | 60.55 |
| 2022-06-30 | $1.4M | 22k | 62.74 |
| 2022-03-31 | $1.6M | 22k | 75.88 |
| 2021-12-31 | $1.5M | 18k | 80.43 |
| 2021-09-30 | $1.4M | 18k | 76.64 |
| 2021-06-30 | $1.4M | 18k | 78.29 |
| 2021-03-31 | $1.7M | 23k | 74.43 |
| 2020-12-31 | $1.6M | 24k | 68.16 |
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