Sch Us Mid-cap Etf etf shares owned by ProVise Management Group
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group 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 ProVise Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sch Us Mid-cap Etf etf by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 371k | 29.64 |
| 2025-06-30 | $11M | 397k | 28.05 |
| 2025-03-31 | $11M | 430k | 26.20 |
| 2024-12-31 | $13M | 475k | 27.71 |
| 2024-09-30 | $15M | 179k | 83.09 |
| 2024-06-30 | $16M | 199k | 77.83 |
| 2024-03-31 | $19M | 235k | 81.43 |
| 2023-12-31 | $20M | 260k | 75.32 |
| 2023-09-30 | $19M | 284k | 67.68 |
| 2023-06-30 | $23M | 331k | 67.85 |
| 2023-03-31 | $23M | 331k | 67.85 |
| 2022-12-31 | $24M | 366k | 65.61 |
| 2022-09-30 | $27M | 439k | 60.53 |
| 2022-06-30 | $29M | 461k | 62.73 |
| 2022-03-31 | $36M | 477k | 75.86 |
| 2021-12-31 | $38M | 478k | 80.43 |
| 2021-09-30 | $37M | 486k | 76.66 |
| 2021-06-30 | $39M | 493k | 78.27 |
| 2021-03-31 | $37M | 495k | 74.43 |
| 2020-12-31 | $34M | 497k | 68.18 |
| 2020-09-30 | $28M | 496k | 55.48 |
| 2020-06-30 | $26M | 495k | 52.62 |
| 2020-03-31 | $20M | 473k | 42.16 |
| 2019-12-31 | $29M | 478k | 60.15 |
| 2019-09-30 | $27M | 471k | 56.54 |
| 2019-06-30 | $26M | 460k | 57.09 |
| 2019-03-31 | $24M | 433k | 55.39 |
| 2018-12-31 | $20M | 419k | 47.93 |
| 2018-09-30 | $25M | 431k | 57.84 |
| 2018-06-30 | $32M | 400k | 78.90 |
| 2018-03-31 | $21M | 391k | 52.88 |
| 2017-12-31 | $19M | 353k | 53.27 |
| 2017-09-30 | $17M | 339k | 50.11 |
| 2017-06-30 | $16M | 337k | 48.16 |
| 2017-03-31 | $18M | 376k | 47.33 |
| 2016-12-31 | $14M | 301k | 45.15 |
| 2016-09-30 | $15M | 336k | 43.52 |
| 2016-06-30 | $12M | 277k | 42.01 |
| 2016-03-31 | $9.5M | 234k | 40.59 |
| 2015-12-31 | $7.5M | 188k | 40.07 |
| 2015-09-30 | $6.2M | 159k | 38.92 |
| 2015-06-30 | $11M | 265k | 42.64 |
| 2015-03-31 | $5.7M | 133k | 43.14 |
| 2014-12-31 | $4.8M | 117k | 40.68 |
| 2014-09-30 | $4.3M | 111k | 38.70 |
| 2014-06-30 | $4.1M | 102k | 40.25 |
| 2014-03-31 | $4.7M | 123k | 38.60 |
| 2013-12-31 | $2.2M | 59k | 37.45 |
| 2013-09-30 | $1.6M | 47k | 34.60 |
| 2013-06-30 | $693k | 22k | 31.98 |