Sch Us Mid-cap Etf etf shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $863k | 29k | 29.64 |
| 2025-06-30 | $788k | 28k | 28.05 |
| 2025-03-31 | $752k | 29k | 26.20 |
| 2024-12-31 | $873k | 32k | 27.71 |
| 2024-09-30 | $895k | 11k | 83.09 |
| 2024-06-30 | $838k | 11k | 77.83 |
| 2024-03-31 | $929k | 11k | 81.43 |
| 2023-12-31 | $902k | 12k | 75.32 |
| 2023-09-30 | $911k | 14k | 67.68 |
| 2023-06-30 | $985k | 14k | 72.11 |
| 2023-03-31 | $1.0M | 15k | 66.20 |
| 2022-12-31 | $1.1M | 16k | 65.61 |
| 2022-09-30 | $1.3M | 21k | 60.53 |
| 2022-06-30 | $1.8M | 29k | 62.73 |
| 2022-03-31 | $2.4M | 32k | 75.86 |
| 2021-12-31 | $2.6M | 33k | 80.43 |
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