Family Legacy Financial Solutions »

Sch Us Mid-cap Etf etf shares owned by Family Legacy Financial Solutions

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

Historical chart of Family Legacy Financial Solutions 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 Family Legacy Financial Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Us Mid-cap Etf etf by Family Legacy Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.1M 269k 30.07
2025-09-30 $6.7M 225k 29.64
2025-06-30 $5.4M 192k 28.05

More positions owned by Family Legacy Financial Solutions

Schwab U.s. Large-cap Etf Etf (SCHX)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Advanced Micro Devices (AMD)
Eli Lilly & Co. (LLY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
PerkinElmer (RVTY)
Schwab U.s. Small-cap Etf Etf (SCHA)
Danaher Corporation (DHR)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Stryker Corporation (SYK)
Schwab International Equity Etf Etf (SCHF)
NVIDIA Corporation (NVDA)
Palo Alto Networks (PANW)
Waste Management (WM)
Innovator Equity Defined Protection Etf - 1 Yr April Etf (ZAPR)

View all positions for Family Legacy Financial Solutions

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