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Sch Us Mid-cap Etf etf shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management 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 Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.2M 153k 27.62
2024-09-30 $4.3M 154k 27.69

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Meta Platforms Cl A (META)

View all positions for Diversify Wealth Management

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
HPM Partners
Advisory Alpha
UBS Group
Legacy Wealth Management
Fragasso
JMG Financial Group
Envestnet Asset Management
Raymond James Financial
Mariner Wealth Advisors
Ameriprise Financial

View all funds holding Sch Us Mid-cap Etf etf