Sch Us Mid-cap Etf etf shares owned by Thrive Wealth Management
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Thrive Wealth Management
from 13F filings
Historical chart of Thrive 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 Thrive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 56k | 29.64 |
| 2025-06-30 | $2.1M | 74k | 28.05 |
| 2025-03-31 | $646k | 25k | 26.20 |
| 2024-12-31 | $297k | 11k | 27.71 |
| 2024-09-30 | $258k | 3.1k | 83.10 |
| 2024-06-30 | $243k | 3.1k | 77.84 |
| 2024-03-31 | $234k | 2.9k | 81.44 |
| 2023-12-31 | $216k | 2.9k | 75.32 |
| 2021-12-31 | $250k | 3.1k | 80.44 |