Sch Us Mid-cap Etf etf shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $223k | 7.5k | 29.64 |
| 2025-06-30 | $211k | 7.5k | 28.05 |
| 2024-12-31 | $210k | 7.6k | 27.71 |
| 2024-09-30 | $210k | 2.5k | 83.09 |
| 2024-03-31 | $205k | 2.5k | 81.43 |
| 2023-12-31 | $190k | 2.5k | 75.32 |
| 2022-06-30 | $108k | 1.7k | 62.73 |
| 2022-03-31 | $1.4M | 18k | 76.27 |
| 2021-12-31 | $1.3M | 16k | 80.41 |
| 2021-09-30 | $1.2M | 16k | 76.65 |
| 2021-06-30 | $1.2M | 16k | 78.30 |
| 2021-03-31 | $1.1M | 15k | 74.45 |
| 2020-12-31 | $998k | 15k | 68.20 |
| 2020-09-30 | $731k | 13k | 55.50 |
| 2020-06-30 | $693k | 13k | 52.61 |
More positions owned by Rockbridge Investment Management, LCC
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