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Sch Us Mid-cap Etf etf shares owned by Estate Planners Group

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

Historical chart of Estate Planners 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 Estate Planners 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 Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.5k 249 30.07

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

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
Thrivent Financial for Lutherans
LPL Financial
Raymond James Financial

View all funds holding Sch Us Mid-cap Etf etf