Planning Alternatives »

Sch Us Mid-cap Etf etf shares owned by Planning Alternatives

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

Historical chart of Planning Alternatives 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 Planning Alternatives consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Us Mid-cap Etf etf by Planning Alternatives

Quarter filed Position value Share count Share price at filing
2024-03-31 $736k 9.0k 81.43
2023-12-31 $695k 9.2k 75.32
2023-09-30 $711k 11k 67.68
2023-06-30 $751k 11k 71.03
2023-03-31 $843k 12k 67.85
2022-12-31 $929k 14k 65.61
2022-09-30 $964k 16k 60.51
2022-06-30 $1.0M 16k 62.75
2022-03-31 $1.2M 16k 75.91
2021-12-31 $1.3M 17k 80.40
2021-09-30 $1.3M 17k 76.68
2021-06-30 $1.3M 17k 78.30
2021-03-31 $1.3M 18k 74.46
2020-12-31 $1.3M 19k 68.20
2020-09-30 $1.3M 24k 55.48
2020-06-30 $3.3M 62k 52.61
2020-03-31 $3.3M 78k 42.16
2019-12-31 $4.6M 77k 60.15
2019-09-30 $4.3M 77k 56.54
2019-06-30 $4.4M 78k 57.09
2019-03-31 $4.4M 80k 55.39
2018-12-31 $5.0M 103k 47.93
2018-09-30 $7.8M 134k 57.84
2018-06-30 $7.4M 135k 54.89
2018-03-31 $8.2M 155k 52.88
2017-12-31 $13M 234k 53.27
2017-09-30 $12M 247k 50.11
2017-06-30 $12M 250k 48.16
2017-03-31 $12M 250k 47.33
2016-12-31 $12M 255k 45.15
2016-09-30 $12M 264k 43.52
2016-06-30 $11M 268k 42.01
2016-03-31 $11M 273k 40.59
2015-12-31 $13M 327k 40.07
2015-09-30 $14M 357k 38.92
2015-06-30 $20M 469k 42.64
2015-03-31 $21M 490k 43.15
2014-12-31 $20M 479k 40.68
2014-09-30 $17M 447k 38.70
2014-06-30 $17M 420k 40.24
2014-03-31 $23M 582k 38.61
2013-12-31 $21M 566k 37.44
2013-09-30 $20M 566k 34.62
2013-06-30 $18M 564k 31.96
2013-03-31 $18M 572k 31.57