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Sch Us Mid-cap Etf etf shares owned by Downshift Financial

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

Historical chart of Downshift Financial 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 Downshift Financial 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 Downshift Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.9M 218k 31.67

More positions owned by Downshift Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Total (IXUS)
Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTI)

View all positions for Downshift Financial

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
Wealth Enhancement Advisory Services
HPM Partners
Legacy Wealth Management
Jones Financial Companies, L.L
JMG Financial Group
Fragasso
Mariner Wealth Advisors
Thrivent Financial for Lutherans
LPL Financial

View all funds holding Sch Us Mid-cap Etf etf