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Sch Us Mid-cap Etf etf shares owned by Peninsula Wealth

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

Historical chart of Peninsula Wealth 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 Peninsula Wealth 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 Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 137k 81.43

More positions owned by Peninsula Wealth

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Peninsula Wealth

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