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Sch Us Mid-cap Etf etf shares owned by Cassilly Financial Group

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

Historical chart of Cassilly Financial Group investment in Sch Us Mid-cap Etf etf

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All positions including Sch Us Mid-cap Etf etf held by Cassilly Financial Group 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 Cassilly Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 38k 30.07

More positions owned by Cassilly Financial Group

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Mbs Etf (MBB)

View all positions for Cassilly Financial Group

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
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Moneta Group Investment Advisors
Advisory Alpha
Wealth Enhancement Advisory Services
HPM Partners
Legacy Wealth Management
JMG Financial Group
Fragasso
Jones Financial Companies, L.L
Mariner Wealth Advisors
Thrivent Financial for Lutherans
Raymond James Financial

View all funds holding Sch Us Mid-cap Etf etf