Sch Us Mid-cap Etf etf shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 37k | 83.09 |
| 2024-06-30 | $3.4M | 44k | 77.83 |
| 2024-03-31 | $3.9M | 48k | 81.43 |
| 2023-09-30 | $3.8M | 57k | 67.68 |
| 2023-06-30 | $4.1M | 58k | 71.03 |
| 2023-03-31 | $4.2M | 62k | 67.85 |
| 2022-12-31 | $4.1M | 63k | 65.61 |
| 2022-09-30 | $3.7M | 61k | 60.52 |
| 2022-06-30 | $3.8M | 61k | 62.73 |
| 2022-03-31 | $4.6M | 61k | 75.86 |
More positions owned by Wescott Financial Advisory Group
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