Clayton Financial Group »

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

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

Historical chart of Clayton Financial Group 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 Clayton 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 Clayton Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.4M 87k 27.71
2024-09-30 $2.4M 29k 83.09
2024-06-30 $2.1M 25k 81.43
2024-03-31 $2.0M 24k 81.43
2023-12-31 $1.9M 25k 75.32

More positions owned by Clayton Financial Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Clayton Financial Group

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