Sch Us Mid-cap Etf etf shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $527k | 6.3k | 83.09 |
| 2024-06-30 | $529k | 6.8k | 77.83 |
| 2024-03-31 | $554k | 6.8k | 81.43 |
| 2023-12-31 | $512k | 6.8k | 75.32 |
| 2023-09-30 | $460k | 6.8k | 67.68 |
| 2023-06-30 | $483k | 6.8k | 71.03 |
| 2023-03-31 | $479k | 7.1k | 67.85 |
| 2022-12-31 | $463k | 7.1k | 65.61 |
| 2022-09-30 | $427k | 7.1k | 60.54 |
| 2022-06-30 | $442k | 7.1k | 62.67 |
| 2022-03-31 | $561k | 7.4k | 75.81 |
| 2021-12-31 | $595k | 7.4k | 80.41 |
| 2021-09-30 | $570k | 7.4k | 76.63 |
| 2021-06-30 | $711k | 9.1k | 78.29 |
| 2021-03-31 | $676k | 9.1k | 74.43 |
| 2020-12-31 | $619k | 9.1k | 68.16 |
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