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Sch Us Mid-cap Etf etf shares owned by Financial Concepts Un

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

Historical chart of Financial Concepts Un 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 Financial Concepts Un 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 Financial Concepts Un

Quarter filed Position value Share count Share price at filing
2026-03-31 $525k 17k 30.96

More positions owned by Financial Concepts Un

Spdr Dow Jones Indl Average Etf Tr Unit Se Etf (DIA)
Invesco Qqq Trust Etf (QQQ)
Spdr S&p 500 Etf Etf (SPY)
Federated Hme Mdt Lar Val Etf Nav Cf Etf (FLCV)
NVIDIA Corporation (NVDA)
Federated Hme Mdt Sml Cor Etf Nav Cf Etf (FSCC)
Ishares Core S&p 500 Etf Etf (IVV)
Federated Hermes Etf Tr Mdt Etf (MKTN)
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)
Federated Herms U S Strg Div Etf Etf (FDV)
Ishares Tr Core Div Grwth Etf (DGRO)
Apple (AAPL)
Ishares S&p 100 Etf Etf (OEF)
Federated Hermes Etf T Short Duration C Etf (FCSH)

View all positions for Financial Concepts Un

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
UBS Group
Thrivent Financial for Lutherans
Burns Wealth Management

View all funds holding Sch Us Mid-cap Etf etf