Sch Us Mid-cap Etf etf shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $318k | 3.8k | 83.09 |
| 2024-06-30 | $314k | 3.8k | 82.20 |
| 2024-03-31 | $319k | 3.9k | 81.44 |
| 2023-12-31 | $299k | 4.0k | 75.32 |
| 2023-09-30 | $287k | 4.2k | 67.68 |
| 2023-06-30 | $306k | 4.3k | 71.03 |
| 2023-03-31 | $292k | 4.3k | 67.86 |
| 2022-12-31 | $282k | 4.3k | 65.61 |
| 2022-09-30 | $250k | 4.1k | 60.42 |
| 2022-06-30 | $861k | 14k | 62.70 |
| 2022-03-31 | $1.5M | 20k | 75.88 |