Sch Us Mid-cap Etf etf shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $116M | 1.7M | 68.18 |
| 2020-09-30 | $96M | 1.7M | 55.48 |
| 2020-06-30 | $90M | 1.7M | 52.62 |
| 2020-03-31 | $72M | 1.7M | 42.16 |
| 2019-12-31 | $99M | 1.7M | 60.15 |
| 2019-09-30 | $93M | 1.6M | 56.54 |
| 2019-06-30 | $94M | 1.6M | 57.09 |
| 2019-03-31 | $89M | 1.6M | 55.39 |
| 2018-12-31 | $77M | 1.6M | 47.93 |
| 2018-09-30 | $90M | 1.5M | 57.84 |
| 2018-06-30 | $84M | 1.5M | 54.89 |
| 2018-03-31 | $74M | 1.5M | 50.11 |
| 2017-12-31 | $80M | 1.5M | 53.27 |
| 2017-09-30 | $74M | 1.5M | 50.11 |
| 2017-06-30 | $70M | 1.5M | 48.16 |
| 2017-03-31 | $67M | 1.4M | 47.33 |
| 2016-12-31 | $60M | 1.3M | 45.15 |
| 2016-09-30 | $57M | 1.3M | 43.52 |
| 2016-06-30 | $55M | 1.3M | 42.01 |
| 2016-03-31 | $53M | 1.3M | 40.59 |
| 2015-12-31 | $46M | 1.2M | 40.07 |
| 2015-09-30 | $43M | 1.1M | 38.92 |
| 2015-06-30 | $43M | 1.0M | 42.64 |
| 2015-03-31 | $41M | 943k | 43.15 |
| 2014-12-31 | $8.2M | 202k | 40.68 |
| 2014-09-30 | $3.1M | 80k | 38.70 |
| 2014-06-30 | $3.0M | 75k | 40.24 |
| 2014-03-31 | $2.3M | 59k | 38.61 |
| 2013-12-31 | $1.8M | 47k | 37.45 |
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