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Sch Us Mid-cap Etf etf shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $363k 5.4k 67.67
2023-06-30 $438k 6.2k 71.03
2023-03-31 $640k 9.4k 67.85

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

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