Sch Us Mid-cap Etf etf shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Sch Us Mid-cap Etf etf
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All positions including Sch Us Mid-cap Etf etf held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $284k | 3.4k | 83.08 |
2024-06-30 | $265k | 3.4k | 77.83 |
2024-03-31 | $274k | 3.4k | 81.43 |
2023-12-31 | $253k | 3.4k | 75.32 |
2023-09-30 | $218k | 3.2k | 67.67 |
2023-06-30 | $226k | 3.2k | 71.04 |
2023-03-31 | $210k | 3.1k | 67.86 |
2022-12-31 | $201k | 3.1k | 65.62 |
2022-09-30 | $182k | 3.0k | 60.43 |
2022-06-30 | $186k | 3.0k | 62.73 |
2022-03-31 | $221k | 2.9k | 76.02 |
2021-12-31 | $229k | 2.9k | 80.35 |
2021-09-30 | $215k | 2.8k | 76.62 |
2021-06-30 | $185k | 2.4k | 78.36 |
2021-03-31 | $173k | 2.3k | 74.41 |
2020-12-31 | $164k | 2.4k | 68.02 |
2020-09-30 | $136k | 2.5k | 55.28 |
2020-06-30 | $41k | 773 | 53.04 |
2020-03-31 | $102k | 2.4k | 42.22 |
2019-12-31 | $139k | 2.3k | 59.99 |
2019-09-30 | $124k | 2.2k | 56.78 |
2019-06-30 | $118k | 2.1k | 56.87 |
2019-03-31 | $114k | 2.1k | 55.50 |
2018-12-31 | $67k | 1.4k | 47.86 |
2018-09-30 | $70k | 1.2k | 58.00 |
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