Sch Us Mid-cap Etf etf shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.1M | 75k | 81.43 |
| 2023-12-31 | $4.6M | 70k | 65.61 |
| 2023-09-30 | $5.3M | 78k | 67.68 |
| 2023-06-30 | $5.5M | 77k | 71.03 |
| 2023-03-31 | $4.7M | 70k | 67.85 |
| 2022-12-31 | $4.6M | 70k | 65.61 |
| 2022-09-30 | $1.8M | 30k | 60.53 |
| 2022-06-30 | $625k | 10k | 62.73 |
| 2022-03-31 | $214k | 2.8k | 75.86 |
| 2021-12-31 | $226k | 2.8k | 80.44 |
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