Sch Us Mid-cap Etf etf shares owned by Perissos Private Wealth Management
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Perissos Private Wealth Management
from 13F filings
Historical chart of Perissos 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 Perissos Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $500k | 17k | 29.64 |
| 2025-06-30 | $473k | 17k | 28.05 |
| 2025-03-31 | $441k | 17k | 26.20 |
| 2024-12-31 | $466k | 17k | 27.71 |
| 2024-09-30 | $466k | 5.6k | 83.09 |
| 2024-06-30 | $437k | 5.6k | 77.83 |
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