Sch Us Mid-cap Etf etf shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $309k | 11k | 27.71 |
| 2024-09-30 | $273k | 3.3k | 83.09 |
| 2024-06-30 | $266k | 3.4k | 77.84 |
| 2024-03-31 | $279k | 3.4k | 81.44 |
| 2023-12-31 | $230k | 3.0k | 75.31 |
| 2023-09-30 | $209k | 3.1k | 67.67 |
| 2023-06-30 | $219k | 3.1k | 71.03 |
| 2023-03-31 | $210k | 3.1k | 67.85 |
| 2022-12-31 | $203k | 3.1k | 65.62 |