Sch Us Mid-cap Etf etf shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial 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 Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $889k | 12k | 75.32 |
| 2023-09-30 | $781k | 12k | 66.14 |
| 2023-06-30 | $839k | 12k | 71.03 |
| 2023-03-31 | $801k | 12k | 67.85 |
| 2022-12-31 | $775k | 12k | 65.61 |
| 2022-09-30 | $766k | 12k | 64.83 |
| 2022-06-30 | $785k | 12k | 66.44 |
| 2022-03-31 | $911k | 12k | 75.82 |
| 2021-12-31 | $972k | 12k | 80.90 |
| 2021-09-30 | $921k | 12k | 76.65 |
| 2021-06-30 | $989k | 13k | 78.29 |
| 2021-03-31 | $868k | 13k | 68.20 |
| 2020-12-31 | $737k | 13k | 55.49 |
| 2020-09-30 | $728k | 13k | 57.20 |
| 2020-06-30 | $690k | 13k | 52.74 |
| 2020-03-31 | $552k | 13k | 42.20 |
| 2019-12-31 | $860k | 14k | 60.02 |
| 2019-09-30 | $804k | 14k | 56.11 |
| 2019-06-30 | $824k | 14k | 57.11 |
| 2019-03-31 | $819k | 15k | 56.31 |
| 2018-12-31 | $757k | 16k | 47.95 |
| 2018-09-30 | $1.3M | 25k | 53.52 |
| 2018-06-30 | $1.9M | 37k | 52.88 |
| 2018-03-31 | $1.9M | 37k | 52.88 |
| 2017-12-31 | $2.0M | 37k | 53.26 |
| 2017-09-30 | $1.7M | 34k | 50.12 |
| 2017-06-30 | $1.6M | 34k | 48.16 |
| 2017-03-31 | $1.4M | 30k | 47.35 |
| 2016-12-31 | $1.6M | 35k | 45.16 |
| 2016-09-30 | $1.5M | 34k | 43.51 |
| 2016-06-30 | $1.4M | 34k | 42.01 |
| 2016-03-31 | $2.1M | 52k | 40.59 |
| 2015-12-31 | $2.1M | 52k | 40.07 |
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