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Sch Us Mid-cap Etf etf shares owned by Action Point Financial Planning

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

Historical chart of Action Point Financial Planning 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 Action Point Financial 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 Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.2M 115k 36.87

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
Northwestern Mutual Wealth Management Company
Moneta Group Investment Advisors
Jones Financial Companies, L.L
Advisory Alpha
HighTower Advisors
HPM Partners
Legacy Wealth Management
Wealth Enhancement Advisory Services
Savant Capital Management
JMG Financial Group
Fragasso
Mariner Wealth Advisors
UBS Group

View all funds holding Sch Us Mid-cap Etf etf