Sch Us Mid-cap Etf etf shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46k | 1.6k | 29.64 |
| 2025-06-30 | $44k | 1.6k | 28.05 |
| 2025-03-31 | $41k | 1.6k | 26.20 |
| 2024-12-31 | $43k | 1.6k | 27.71 |
| 2024-09-30 | $46k | 555 | 83.09 |
| 2024-06-30 | $43k | 555 | 77.83 |
| 2024-03-31 | $48k | 591 | 81.43 |
| 2023-12-31 | $78k | 1.0k | 75.32 |
| 2023-09-30 | $38k | 555 | 67.68 |
| 2023-06-30 | $60k | 843 | 71.03 |
| 2023-03-31 | $38k | 555 | 67.85 |
| 2022-12-31 | $39k | 600 | 65.61 |
| 2022-09-30 | $36k | 600 | 60.00 |
| 2022-06-30 | $12k | 195 | 61.54 |
| 2022-03-31 | $15k | 195 | 76.92 |
| 2021-12-31 | $16k | 195 | 82.05 |
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