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

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

Historical chart of Unique 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 Unique 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 Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $291k 3.6k 81.43
2023-12-31 $270k 3.6k 75.32
2023-09-30 $242k 3.6k 67.68
2023-06-30 $254k 3.6k 71.03

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Global X Fds Nasdaq 100 Cover (QYLD)
J P Morgan Exchange Traded Equity Premium (JEPI)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Aggres Alloc Etf (AOA)
Neos Etf Trust Neos S&p 500 Hi (SPYI)

View all positions for Unique Wealth

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