Sch Us Mid-cap Etf etf shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $900k | 24k | 36.87 |
| 2026-03-31 | $766k | 25k | 30.96 |
| 2025-12-31 | $766k | 26k | 30.07 |
| 2025-09-30 | $758k | 26k | 29.64 |
| 2025-06-30 | $721k | 26k | 28.05 |
| 2025-03-31 | $1.0M | 38k | 26.20 |
| 2024-12-31 | $1.1M | 41k | 27.71 |
| 2024-09-30 | $1.2M | 14k | 83.09 |
| 2024-06-30 | $1.1M | 14k | 77.83 |