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Sch Us Mid-cap Etf etf shares owned by Capital Directions Investment Advisory

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

Historical chart of Capital Directions Investment Advisory investment in Sch Us Mid-cap Etf etf

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All positions including Sch Us Mid-cap Etf etf held by Capital Directions Investment Advisory 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 Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $116k 1.8k 65.61
2022-09-30 $0 0 0.00
2022-06-30 $111k 1.8k 62.78
2022-03-31 $134k 1.8k 75.79
2021-09-30 $136k 1.8k 76.92
2021-06-30 $138k 1.8k 78.05
2020-12-31 $120k 1.8k 67.86
2020-09-30 $103k 1.8k 55.74
2020-06-30 $97k 1.8k 52.49
2020-03-31 $78k 1.8k 42.21
2019-12-31 $91k 1.5k 59.95
2019-09-30 $86k 1.5k 56.65
2019-06-30 $83k 1.5k 57.04
2019-03-31 $81k 1.5k 55.67
2018-12-31 $70k 1.5k 48.11
2018-09-30 $84k 1.5k 57.73
2018-06-30 $80k 1.5k 54.98
2018-03-31 $83k 1.6k 52.87
2017-12-31 $82k 1.5k 53.07
2017-09-30 $77k 1.5k 49.87
2017-06-30 $70k 1.5k 48.11
2017-03-31 $69k 1.5k 47.42
2016-12-31 $66k 1.5k 45.36
2016-09-30 $63k 1.5k 43.30
2016-06-30 $61k 1.5k 41.92
2016-03-31 $59k 1.5k 40.55
2015-12-31 $58k 1.5k 39.86
2015-09-30 $57k 1.5k 39.18
2015-06-30 $62k 1.5k 42.61
2015-03-31 $63k 1.5k 43.30
2014-12-31 $75k 1.8k 42.02
2014-09-30 $72k 1.8k 40.34
2014-06-30 $79k 2.0k 40.31
2014-03-31 $76k 2.0k 38.78
2013-12-31 $77k 2.0k 37.60
2013-09-30 $88k 2.6k 34.46
2013-06-30 $82k 2.6k 32.11
2013-03-31 $81k 2.6k 31.71

More positions owned by Capital Directions Investment Advisory

SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Russell 2000 Index (IWM)
SPDR DJ Wilshire Small Cap Growth (SLYG)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares S&P MidCap 400 Growth (IJK)
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 3000 Index (IWV)
iShares Russell 2000 Value Index (IWN)
Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 1000 Growth Index (IWF)
iShares Russell 2000 Growth Index (IWO)
Ishares Inc core msci emkt (IEMG)

View all positions for Capital Directions Investment Advisory

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