Sch Us Mid-cap Etf etf shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal 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 Opal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 29k | 81.43 |
| 2023-12-31 | $13M | 167k | 75.32 |
| 2023-09-30 | $12M | 171k | 67.68 |
| 2023-06-30 | $13M | 178k | 71.03 |
| 2023-03-31 | $12M | 174k | 67.85 |
| 2022-12-31 | $11M | 169k | 65.61 |
| 2022-09-30 | $10M | 169k | 60.53 |
| 2022-06-30 | $10M | 163k | 62.73 |
| 2022-03-31 | $13M | 166k | 75.86 |
| 2021-12-31 | $12M | 145k | 80.43 |
| 2021-09-30 | $11M | 138k | 76.66 |
| 2021-06-30 | $11M | 135k | 78.27 |
| 2021-03-31 | $10M | 139k | 74.43 |
| 2020-12-31 | $9.0M | 132k | 68.18 |