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Sch Us Mid-cap Etf etf shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Sch Us Mid-cap Etf etf

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All positions including Sch Us Mid-cap Etf etf held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 40k 81.43
2023-12-31 $3.0M 40k 75.32
2023-09-30 $2.7M 40k 67.68
2023-06-30 $2.9M 41k 71.03
2023-03-31 $2.8M 41k 67.85
2022-12-31 $2.7M 42k 65.61
2022-09-30 $2.5M 41k 60.54
2022-06-30 $2.7M 43k 62.72
2022-03-31 $3.3M 43k 75.85
2021-12-31 $3.3M 41k 80.44
2021-09-30 $2.5M 33k 76.67
2021-06-30 $2.6M 33k 78.26
2021-03-31 $2.3M 31k 74.42
2020-12-31 $2.0M 30k 68.17
2020-09-30 $1.6M 29k 55.49
2020-06-30 $1.5M 29k 52.62
2020-03-31 $1.3M 28k 46.19
2019-12-31 $2.0M 33k 60.12
2019-09-30 $422k 7.5k 56.39
2019-06-30 $427k 7.5k 57.07
2019-03-31 $422k 7.4k 57.01
2018-12-31 $375k 7.1k 52.54
2018-09-30 $458k 7.9k 57.82
2018-06-30 $354k 6.7k 52.83
2018-03-31 $354k 6.7k 52.83
2017-12-31 $323k 6.1k 53.33
2017-09-30 $647k 13k 50.09
2017-06-30 $579k 12k 48.15
2017-03-31 $568k 12k 47.29
2016-12-31 $611k 13k 47.79
2016-09-30 $546k 13k 43.50
2016-06-30 $523k 12k 42.01
2016-03-31 $481k 12k 40.59
2015-12-31 $524k 13k 40.04
2015-09-30 $511k 13k 38.95
2015-06-30 $561k 13k 42.63
2015-03-31 $448k 10k 43.18
2014-12-31 $414k 10k 40.70
2014-09-30 $396k 10k 38.75
2014-06-30 $363k 9.0k 40.28
2011-09-30 $2.5M 41k 60.54

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
HPM Partners
Prime Capital Investment Advisors
Advisory Alpha
Northwestern Mutual Wealth Management Company
UBS Group
Legacy Wealth Management
JMG Financial Group
Fragasso
Ameriprise Financial
Envestnet Asset Management

View all funds holding Sch Us Mid-cap Etf etf