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Sch Us Mid-cap Etf etf shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Sch Us Mid-cap Etf etf

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All positions including Sch Us Mid-cap Etf etf held by Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $24k 779 30.96

More positions owned by Comprehensive Financial Planning

Janus Henderson Aaa Clo Etf Uie (JAAA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard S&p 500 Etf Uie (VOO)
Invesco S&p 500 Top 50 Etf Uie (XLG)
Ishares Core S&p 500 Etf Uie (IVV)
Facebook Inc cl a (META)
Jpmorgan International Value Etf Uie (JIVE)
Jpmorgan Active Growth Etf Uie (JGRO)
Microsoft Corporation (MSFT)
T. Rowe Price Blue Chip Growth Etf Uie (TCHP)
Amazon (AMZN)
Wisdomtree U.s. Quality Dividend Growth Fund Uie (DGRW)
State Street Spdr S&p 500 Etf Trust Uie (SPY)
Ishares S&p 500 Growth Etf Uie (IVW)

View all positions for Comprehensive Financial Planning

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
UBS Group
Thrivent Financial for Lutherans
Burns Wealth Management

View all funds holding Sch Us Mid-cap Etf etf