Sch Us Mid-cap Etf etf shares owned by Heritage Trust
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Sch Us Mid-cap Etf etf
Tip: Access up to 7 years of quarterly data
All positions including Sch Us Mid-cap Etf etf held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $464k | 5.7k | 81.43 |
2023-12-31 | $429k | 5.7k | 75.32 |
2023-09-30 | $386k | 5.7k | 67.68 |
2023-06-30 | $405k | 5.7k | 71.03 |