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Sch Us Mid-cap Etf etf shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners 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 Fort Point Capital Partners 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 Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $714k 8.6k 83.09
2024-06-30 $716k 9.2k 77.83
2024-03-31 $754k 9.3k 81.43
2023-12-31 $703k 9.3k 75.32
2023-09-30 $373k 5.5k 67.68

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Freshpet (FRPT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Eafe Etf (EFA)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Fort Point Capital Partners

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
Moneta Group Investment Advisors
Advisory Alpha
Legacy Wealth Management
Fragasso
HighTower Advisors
Northwestern Mutual Wealth Management Company
HPM Partners
Wealth Enhancement Advisory Services
Summit Financial Strategies
Mercer Global Advisors
Gemmer Asset Management
UBS Group
Davenport & Co

View all funds holding Sch Us Mid-cap Etf etf