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Sch Us Mid-cap Etf etf shares owned by Heritage Family Offices

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

Historical chart of Heritage Family Offices 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 Heritage Family Offices 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 Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2025-12-31 $917k 31k 30.07

More positions owned by Heritage Family Offices

Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Wells Fargo & Company (WFC)
Amphenol Corp Cl A (APH)
Kla Corp Com New (KLAC)

View all positions for Heritage Family Offices

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