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Sch Us Mid-cap Etf etf shares owned by Capital Squared Financial

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

Historical chart of Capital Squared Financial 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 Capital Squared Financial 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 Squared Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 63k 30.07
2025-09-30 $1.8M 60k 29.64
2025-06-30 $1.6M 58k 28.05

More positions owned by Capital Squared Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Capital Squared Financial

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
Advisory Alpha
HighTower Advisors
HPM Partners
Legacy Wealth Management
Jones Financial Companies, L.L
JMG Financial Group
Fragasso
Mariner Wealth Advisors
Thrivent Financial for Lutherans
LPL Financial
Raymond James Financial

View all funds holding Sch Us Mid-cap Etf etf