Sch Us Mid-cap Etf etf shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 60k | 29.64 |
| 2025-06-30 | $1.5M | 54k | 28.05 |
| 2021-12-31 | $271k | 3.4k | 80.30 |
| 2021-03-31 | $138k | 1.9k | 74.35 |
| 2020-12-31 | $36k | 523 | 68.83 |
| 2020-09-30 | $36k | 653 | 55.13 |
| 2020-06-30 | $56k | 1.1k | 52.43 |
| 2020-03-31 | $30k | 653 | 45.94 |
| 2019-12-31 | $133k | 2.2k | 60.24 |
| 2019-09-30 | $125k | 2.2k | 56.61 |
| 2019-06-30 | $126k | 2.2k | 57.07 |
| 2019-03-31 | $120k | 2.2k | 55.48 |
| 2018-12-31 | $151k | 3.2k | 47.80 |
| 2018-09-30 | $164k | 3.1k | 52.63 |
| 2018-06-30 | $212k | 3.8k | 56.29 |
| 2018-03-31 | $112k | 2.1k | 52.83 |
| 2017-12-31 | $137k | 2.6k | 53.41 |
| 2017-09-30 | $129k | 2.6k | 50.29 |