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Sch Us Mid-cap Etf etf shares owned by Coastline Trust

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

Historical chart of Coastline Trust investment in Sch Us Mid-cap Etf etf

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All positions including Sch Us Mid-cap Etf etf held by Coastline Trust 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 Coastline Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $134k 4.3k 30.96
2024-09-30 $8.3k 100 83.09

More positions owned by Coastline Trust

NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Coastline Trust

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
Burns Wealth Management
LPL Financial

View all funds holding Sch Us Mid-cap Etf etf