Sch Us Mid-cap Etf etf shares owned by Whelan Financial
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $746k | 9.0k | 83.09 |
| 2024-06-30 | $732k | 9.4k | 77.83 |
| 2024-03-31 | $797k | 9.8k | 81.43 |
| 2023-12-31 | $748k | 9.9k | 75.32 |
| 2023-09-30 | $486k | 7.2k | 67.68 |
| 2023-06-30 | $560k | 7.9k | 71.03 |
| 2023-03-31 | $550k | 8.1k | 67.85 |
| 2022-12-31 | $953k | 15k | 65.61 |
| 2022-09-30 | $223k | 3.7k | 60.63 |
| 2022-06-30 | $394k | 6.3k | 62.81 |
| 2021-09-30 | $245k | 3.2k | 76.78 |