Sch Us Mid-cap Etf etf shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $179k | 6.0k | 29.64 |
| 2025-06-30 | $169k | 6.0k | 28.05 |
| 2025-03-31 | $157k | 6.0k | 26.20 |
| 2024-12-31 | $166k | 6.0k | 27.71 |
| 2024-09-30 | $165k | 2.0k | 83.10 |
| 2024-06-30 | $153k | 2.0k | 77.83 |
| 2024-03-31 | $160k | 2.0k | 81.43 |
| 2023-12-31 | $184k | 2.4k | 75.32 |
| 2023-09-30 | $166k | 2.4k | 67.68 |
| 2023-06-30 | $140k | 2.0k | 71.03 |
| 2023-03-31 | $134k | 2.0k | 67.85 |
| 2022-12-31 | $129k | 2.0k | 65.61 |