Sch Us Mid-cap Etf etf shares owned by Planning Alternatives
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives 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 Planning Alternatives 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 | $719k | 8.7k | 83.09 |
2024-06-30 | $701k | 9.0k | 77.83 |
2024-03-31 | $736k | 9.0k | 81.43 |
2023-12-31 | $695k | 9.2k | 75.32 |
2023-09-30 | $711k | 11k | 67.68 |
2023-06-30 | $751k | 11k | 71.03 |
2023-03-31 | $843k | 12k | 67.85 |
2022-12-31 | $929k | 14k | 65.61 |
2022-09-30 | $964k | 16k | 60.51 |
2022-06-30 | $1.0M | 16k | 62.75 |
2022-03-31 | $1.2M | 16k | 75.91 |
2021-12-31 | $1.3M | 17k | 80.40 |
2021-09-30 | $1.3M | 17k | 76.68 |
2021-06-30 | $1.3M | 17k | 78.30 |
2021-03-31 | $1.3M | 18k | 74.46 |
2020-12-31 | $1.3M | 19k | 68.20 |
2020-09-30 | $1.3M | 24k | 55.48 |
2020-06-30 | $3.3M | 62k | 52.61 |
2020-03-31 | $3.3M | 78k | 42.16 |
2019-12-31 | $4.6M | 77k | 60.15 |
2019-09-30 | $4.3M | 77k | 56.54 |
2019-06-30 | $4.4M | 78k | 57.09 |
2019-03-31 | $4.4M | 80k | 55.39 |
2018-12-31 | $5.0M | 103k | 47.93 |
2018-09-30 | $7.8M | 134k | 57.84 |
2018-06-30 | $7.4M | 135k | 54.89 |
2018-03-31 | $8.2M | 155k | 52.88 |
2017-12-31 | $13M | 234k | 53.27 |
2017-09-30 | $12M | 247k | 50.11 |
2017-06-30 | $12M | 250k | 48.16 |
2017-03-31 | $12M | 250k | 47.33 |
2016-12-31 | $12M | 255k | 45.15 |
2016-09-30 | $12M | 264k | 43.52 |
2016-06-30 | $11M | 268k | 42.01 |
2016-03-31 | $11M | 273k | 40.59 |
2015-12-31 | $13M | 327k | 40.07 |
2015-09-30 | $14M | 357k | 38.92 |
2015-06-30 | $20M | 469k | 42.64 |
2015-03-31 | $21M | 490k | 43.15 |
2014-12-31 | $20M | 479k | 40.68 |
2014-09-30 | $17M | 447k | 38.70 |
2014-06-30 | $17M | 420k | 40.24 |
2014-03-31 | $23M | 582k | 38.61 |
2013-12-31 | $21M | 566k | 37.44 |
2013-09-30 | $20M | 566k | 34.62 |
2013-06-30 | $18M | 564k | 31.96 |
2013-03-31 | $18M | 572k | 31.57 |