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

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

Historical chart of Holistic Planning investment in Sch Us Mid-cap Etf etf

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All positions including Sch Us Mid-cap Etf etf held by Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 18k 81.43

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Growth Etf (VUG)
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Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Holistic Planning

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