Sch Us Mid-cap Etf etf shares owned by Sontag Advisory
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 37k | 83.09 |
| 2024-06-30 | $2.8M | 36k | 77.83 |
| 2024-03-31 | $2.9M | 36k | 81.43 |
| 2023-12-31 | $2.6M | 35k | 75.32 |
| 2023-09-30 | $2.4M | 35k | 67.68 |
| 2023-06-30 | $2.5M | 35k | 71.03 |
| 2023-03-31 | $2.5M | 36k | 67.85 |
| 2022-12-31 | $2.4M | 36k | 65.61 |
| 2022-09-30 | $2.1M | 36k | 60.52 |
| 2022-06-30 | $2.2M | 35k | 62.72 |
| 2022-03-31 | $2.2M | 29k | 75.87 |
| 2021-12-31 | $2.3M | 28k | 80.44 |
| 2021-09-30 | $2.2M | 28k | 76.66 |
| 2021-06-30 | $2.2M | 28k | 78.25 |
| 2021-03-31 | $2.1M | 28k | 74.44 |
| 2020-03-31 | $215k | 5.1k | 42.16 |