Sch Us Mid-cap Etf etf shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Prestige Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $348k | 12k | 29.64 |
| 2025-06-30 | $329k | 12k | 28.05 |
| 2025-03-31 | $332k | 13k | 26.20 |
| 2024-12-31 | $360k | 13k | 27.71 |
| 2024-09-30 | $362k | 4.4k | 83.09 |
| 2024-06-30 | $340k | 4.4k | 78.09 |
| 2024-03-31 | $355k | 4.4k | 81.43 |
| 2023-12-31 | $328k | 4.4k | 75.32 |
| 2023-09-30 | $295k | 4.4k | 67.68 |
| 2023-06-30 | $310k | 4.4k | 71.03 |
| 2023-03-31 | $296k | 4.4k | 67.85 |
| 2022-12-31 | $352k | 5.4k | 65.61 |
| 2022-09-30 | $336k | 5.6k | 60.45 |
| 2022-06-30 | $349k | 5.6k | 62.78 |
| 2022-03-31 | $438k | 5.8k | 75.79 |
| 2021-12-31 | $473k | 5.9k | 80.39 |
| 2021-09-30 | $459k | 6.0k | 76.70 |
| 2021-06-30 | $445k | 5.7k | 78.29 |
| 2021-03-31 | $445k | 6.0k | 74.37 |
| 2020-12-31 | $423k | 6.2k | 68.26 |
| 2020-09-30 | $344k | 6.2k | 55.51 |
| 2020-06-30 | $1.1M | 21k | 52.59 |
| 2020-03-31 | $861k | 20k | 42.13 |
| 2019-12-31 | $1.3M | 22k | 60.17 |
| 2019-09-30 | $1.2M | 22k | 56.54 |
| 2019-06-30 | $1.2M | 21k | 57.09 |
| 2019-03-31 | $1.6M | 29k | 55.37 |
| 2018-12-31 | $1.6M | 33k | 47.92 |
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