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Sch Us Mid-cap Etf etf shares owned by Brown Wealth Management

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

Historical chart of Brown Wealth Management 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 Brown Wealth Management 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 Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.1M 104k 77.83
2024-03-31 $8.0M 99k 81.43

More positions owned by Brown Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Proshares Tr S&p Tech Dividen (TDV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Brown Wealth Management

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
Moneta Group Investment Advisors
HighTower Advisors
Northwestern Mutual Wealth Management Company
HPM Partners
Wealth Enhancement Advisory Services
Advisory Alpha
Legacy Wealth Management
Fragasso
JMG Financial Group
Envestnet Asset Management
Prime Capital Investment Advisors
Mariner Wealth Advisors
Raymond James Financial Services Advisors

View all funds holding Sch Us Mid-cap Etf etf