Sch Us Mid-cap Etf etf shares owned by Motive Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Motive Wealth Advisors
from 13F filings
Historical chart of Motive Wealth Advisors investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Motive Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $504k | 17k | 29.64 |
| 2025-06-30 | $477k | 17k | 28.05 |
| 2025-03-31 | $445k | 17k | 26.20 |
| 2024-12-31 | $984k | 36k | 27.71 |
| 2024-09-30 | $921k | 12k | 77.83 |
| 2024-06-30 | $921k | 12k | 77.83 |
| 2024-03-31 | $964k | 12k | 81.43 |
| 2023-09-30 | $869k | 13k | 67.68 |
| 2023-06-30 | $1.1M | 16k | 71.03 |
| 2023-03-31 | $1.1M | 16k | 67.85 |
| 2022-12-31 | $1.0M | 16k | 65.61 |
| 2022-09-30 | $967k | 16k | 60.54 |
| 2022-06-30 | $1.0M | 16k | 62.73 |
| 2022-03-31 | $1.2M | 16k | 75.85 |
| 2021-12-31 | $1.3M | 16k | 80.41 |
| 2021-09-30 | $1.2M | 16k | 76.64 |
| 2021-06-30 | $1.3M | 16k | 78.26 |