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Sch Us Mid-cap Etf etf shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners 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 Fort Point Capital Partners 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 Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $703k 9.3k 75.32
2023-09-30 $373k 5.5k 67.68

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital Partners

Top funds holding Sch Us Mid-cap Etf etf

HPM Partners
Creative Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Prime Capital Investment Advisors
Advisory Alpha
UBS Group
Legacy Wealth Management
JMG Financial Group
Fragasso
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Kuntz Lesher Capital
Beacon Pointe Advisors

View all funds holding Sch Us Mid-cap Etf etf