Sch Us Mid-cap Etf etf shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips 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 Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 19k | 83.09 |
| 2024-06-30 | $1.4M | 18k | 77.83 |
| 2024-03-31 | $1.4M | 17k | 81.43 |
| 2023-12-31 | $1.2M | 17k | 75.32 |
| 2023-09-30 | $1.1M | 16k | 67.68 |
| 2023-06-30 | $1.1M | 15k | 71.03 |
| 2023-03-31 | $1.1M | 16k | 67.85 |
| 2022-12-31 | $1.0M | 15k | 65.61 |
| 2022-09-30 | $890k | 15k | 60.55 |
| 2022-06-30 | $923k | 15k | 62.76 |
| 2022-03-31 | $1.2M | 16k | 75.84 |
| 2021-12-31 | $881k | 11k | 80.41 |
| 2021-09-30 | $817k | 11k | 76.62 |
| 2019-03-31 | $571k | 10k | 56.12 |
| 2018-12-31 | $659k | 14k | 47.95 |
| 2018-09-30 | $789k | 14k | 57.48 |
| 2018-06-30 | $740k | 14k | 54.91 |
| 2018-03-31 | $709k | 14k | 51.98 |
| 2017-12-31 | $854k | 16k | 54.21 |
| 2017-09-30 | $793k | 16k | 50.12 |
| 2017-06-30 | $763k | 15k | 49.47 |
| 2017-03-31 | $643k | 14k | 46.50 |
| 2016-12-31 | $612k | 13k | 45.99 |
| 2016-09-30 | $523k | 12k | 42.41 |
| 2016-06-30 | $528k | 12k | 43.20 |
| 2016-03-31 | $479k | 12k | 40.71 |
More positions owned by Phillips Financial Management
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