Regal Investment Advisors »

Sch Us Mid-cap Etf etf shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment Advisors 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 Regal Investment Advisors 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $334k 4.9k 67.68
2023-06-30 $235k 3.3k 71.03
2013-06-30 $173k 5.4k 32.01

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Call Call Option (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

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
Summit Financial Strategies
Kuntz Lesher Capital

View all funds holding Sch Us Mid-cap Etf etf