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Sch Us Mid-cap Etf etf shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion Advisors 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 Compass Ion Advisors 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $956k 12k 83.09

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
Moneta Group Investment Advisors
HighTower Advisors
Northwestern Mutual Wealth Management Company
HPM Partners
Wealth Enhancement Advisory Services
Advisory Alpha
Legacy Wealth Management
Fragasso
JMG Financial Group
Envestnet Asset Management
Prime Capital Investment Advisors
Mariner Wealth Advisors
Raymond James Financial Services Advisors

View all funds holding Sch Us Mid-cap Etf etf