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Sch Us Mid-cap Etf etf shares owned by Planning Capital Management Corp

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

Historical chart of Planning Capital Management Corp investment in Sch Us Mid-cap Etf etf

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All positions including Sch Us Mid-cap Etf etf held by Planning Capital Management Corp 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 Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $980k 12k 81.43
2023-12-31 $1.0M 14k 75.32

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Merck & Co (MRK)
Lockheed Martin Corporation (LMT)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)
Verizon Communications (VZ)
Southern Company (SO)
Coca-Cola Company (KO)
McDonald's Corporation (MCD)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Procter & Gamble Company (PG)
DTE Energy Company (DTE)
Kellogg Company (K)

View all positions for Planning Capital Management Corp

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