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

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

Historical chart of Capital Advantage investment in Sch Us Mid-cap Etf etf

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All positions including Sch Us Mid-cap Etf etf held by Capital Advantage 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 Capital Advantage

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 68k 83.09
2024-06-30 $5.6M 72k 77.50
2024-03-31 $6.3M 79k 79.78
2023-12-31 $6.2M 83k 75.32
2023-09-30 $5.4M 81k 67.68
2023-06-30 $5.8M 81k 71.39
2023-03-31 $5.3M 79k 66.78
2022-12-31 $5.1M 78k 65.61
2022-09-30 $6.2M 103k 60.53
2022-06-30 $6.8M 108k 62.73
2022-03-31 $7.9M 104k 75.86
2021-12-31 $7.7M 101k 76.54
2021-09-30 $7.3M 95k 76.66
2021-06-30 $7.1M 91k 78.26
2021-03-31 $6.3M 84k 74.43
2020-12-31 $5.5M 81k 67.83
2020-09-30 $4.1M 71k 58.41
2020-06-30 $3.6M 68k 52.63
2020-03-31 $3.2M 69k 45.93
2019-12-31 $3.7M 61k 60.87
2019-09-30 $3.3M 59k 56.54
2019-03-31 $2.8M 51k 55.39
2018-12-31 $2.3M 49k 47.93
2018-09-30 $2.3M 40k 57.85
2018-06-30 $2.2M 41k 54.88
2018-03-31 $2.0M 38k 52.87
2017-12-31 $2.0M 37k 53.28
2017-09-30 $1.9M 38k 50.12
2017-06-30 $1.5M 31k 48.17
2017-03-31 $1.5M 32k 47.34
2016-12-31 $1.6M 35k 45.15
2016-09-30 $1.6M 36k 43.52
2016-06-30 $1.6M 38k 42.00
2016-03-31 $1.5M 38k 40.60
2015-12-31 $1.2M 31k 40.06
2015-09-30 $1.2M 30k 38.93
2015-06-30 $974k 23k 42.62
2015-03-31 $894k 21k 43.13
2014-12-31 $705k 17k 40.66

More positions owned by Capital Advantage

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard World Health Car Etf (VHT)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Industrial Etf (VIS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Capital Advantage

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
Moneta Group Investment Advisors
Advisory Alpha
Legacy Wealth Management
Fragasso
HighTower Advisors
Northwestern Mutual Wealth Management Company
HPM Partners
Wealth Enhancement Advisory Services
Summit Financial Strategies
Mercer Global Advisors
Gemmer Asset Management
UBS Group
Davenport & Co

View all funds holding Sch Us Mid-cap Etf etf