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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

Tip: Access up to 7 years of quarterly data

All positions including Sch Us Mid-cap Etf etf held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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