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Sch Us Mid-cap Etf etf shares owned by Custom Portfolio Group

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

Historical chart of Custom Portfolio 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 Custom Portfolio 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 Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $174k 2.2k 77.19
2024-03-31 $181k 2.2k 80.49
2023-12-31 $167k 2.2k 74.45

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Sch Us Mid-cap Etf etf

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

View all funds holding Sch Us Mid-cap Etf etf