Sch Us Mid-cap Etf etf shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in Sch Us Mid-cap Etf etf
Tip: Access up to 7 years of quarterly data
All positions including Sch Us Mid-cap Etf etf held by Peterson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sch Us Mid-cap Etf etf by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.2M | 184k | 28.04 |
| 2024-09-30 | $4.8M | 58k | 83.09 |
| 2024-06-30 | $4.5M | 58k | 77.83 |
| 2024-03-31 | $4.8M | 59k | 81.43 |
| 2023-12-31 | $4.4M | 59k | 75.32 |
| 2023-09-30 | $4.5M | 67k | 67.68 |
| 2023-06-30 | $4.5M | 63k | 71.25 |
| 2023-03-31 | $4.2M | 62k | 67.85 |
| 2022-12-31 | $4.0M | 60k | 65.61 |
| 2022-09-30 | $3.1M | 51k | 60.52 |
| 2022-06-30 | $1.9M | 30k | 62.71 |
| 2022-03-31 | $2.1M | 28k | 75.86 |
| 2021-12-31 | $2.3M | 28k | 80.44 |
| 2021-09-30 | $2.2M | 29k | 76.65 |
| 2021-06-30 | $2.1M | 27k | 78.27 |
| 2021-03-31 | $2.1M | 29k | 74.42 |
| 2020-12-31 | $1.9M | 29k | 68.18 |
| 2020-09-30 | $1.6M | 29k | 55.47 |
| 2020-06-30 | $1.5M | 29k | 52.61 |
| 2020-03-31 | $558k | 13k | 42.16 |