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

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

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

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 115k 30.07
2025-09-30 $3.8M 127k 29.64
2025-06-30 $3.6M 130k 28.05
2025-03-31 $3.5M 133k 26.20
2024-12-31 $4.0M 143k 27.71

More positions owned by Envision Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Msci Emrg Chn (EMXC)
Wisdomtree Tr Us Total Dividnd (DTD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Envision Financial

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

View all funds holding Sch Us Mid-cap Etf etf