Sch Us Mid-cap Etf etf shares owned by Peak Financial Management
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 388k | 29.64 |
| 2025-06-30 | $11M | 385k | 28.05 |
| 2025-03-31 | $9.8M | 373k | 26.20 |
| 2024-12-31 | $10M | 369k | 27.71 |
| 2024-09-30 | $10M | 124k | 83.09 |
| 2024-06-30 | $9.6M | 123k | 77.83 |
| 2024-03-31 | $10M | 122k | 81.43 |
| 2023-12-31 | $9.2M | 123k | 75.32 |
| 2023-09-30 | $8.4M | 125k | 67.68 |
| 2023-06-30 | $8.7M | 123k | 71.03 |
| 2023-03-31 | $8.3M | 123k | 67.85 |
| 2022-12-31 | $8.0M | 122k | 65.61 |
| 2022-09-30 | $7.4M | 123k | 60.53 |
| 2022-06-30 | $7.9M | 126k | 62.73 |
| 2022-03-31 | $9.5M | 125k | 75.86 |
| 2021-12-31 | $10M | 126k | 80.43 |
| 2021-09-30 | $9.9M | 129k | 76.66 |
| 2021-06-30 | $10M | 127k | 78.27 |
| 2021-03-31 | $9.7M | 130k | 74.43 |
| 2020-12-31 | $9.4M | 138k | 68.18 |
| 2020-09-30 | $7.5M | 136k | 55.48 |
| 2020-06-30 | $7.1M | 136k | 52.62 |
| 2020-03-31 | $5.7M | 136k | 42.16 |
| 2019-12-31 | $7.4M | 123k | 60.15 |
| 2019-09-30 | $7.0M | 123k | 56.54 |
| 2019-06-30 | $6.9M | 121k | 57.09 |
| 2019-03-31 | $6.4M | 116k | 55.39 |
| 2018-12-31 | $341k | 7.1k | 47.89 |