Sch Us Mid-cap Etf etf shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $67k | 2.3k | 29.64 |
| 2025-06-30 | $67k | 2.4k | 28.05 |
| 2025-03-31 | $78k | 3.0k | 26.20 |
| 2024-12-31 | $68k | 2.5k | 27.71 |
| 2024-09-30 | $68k | 820 | 83.09 |
| 2024-06-30 | $68k | 878 | 77.83 |
| 2024-03-31 | $100k | 1.2k | 81.43 |
| 2023-12-31 | $166k | 2.2k | 75.32 |
| 2023-09-30 | $177k | 2.6k | 67.68 |
| 2023-06-30 | $245k | 3.4k | 71.03 |
| 2023-03-31 | $926k | 14k | 67.85 |
| 2022-12-31 | $1.2M | 18k | 65.61 |
| 2022-09-30 | $1.3M | 22k | 60.55 |
| 2022-06-30 | $1.4M | 23k | 62.75 |
| 2022-03-31 | $1.7M | 22k | 75.86 |
| 2021-12-31 | $1.7M | 21k | 80.43 |