Sch Us Mid-cap Etf etf shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $6.0M | 78k | 76.66 |
| 2021-06-30 | $6.0M | 77k | 78.27 |
| 2021-03-31 | $5.7M | 77k | 74.43 |
| 2020-12-31 | $2.9M | 53k | 55.49 |
| 2020-09-30 | $3.0M | 53k | 56.03 |
| 2020-06-30 | $2.5M | 48k | 52.62 |
| 2020-03-31 | $2.9M | 62k | 45.88 |
| 2019-12-31 | $4.3M | 71k | 60.09 |
| 2019-09-30 | $3.8M | 68k | 56.54 |
| 2019-06-30 | $3.8M | 67k | 57.51 |
| 2019-03-31 | $3.7M | 67k | 56.30 |
| 2018-12-31 | $3.2M | 63k | 50.03 |
| 2018-09-30 | $3.6M | 68k | 52.72 |
| 2018-06-30 | $4.3M | 79k | 54.89 |
| 2018-03-31 | $7.6M | 143k | 52.88 |
| 2017-12-31 | $8.6M | 155k | 55.09 |