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
Tip: Access up to 7 years of quarterly data
All positions including Sch Us Mid-cap Etf etf held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Sch Us Mid-cap Etf etf by Morris Financial Concepts
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |