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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
2026-06-30 $1.1M 30k 36.87
2026-03-31 $931k 30k 30.96
2025-12-31 $917k 31k 30.07

More positions owned by Heritage Family Offices

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Family Offices

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
Jones Financial Companies, L.L
Advisory Alpha
HighTower Advisors
HPM Partners
Legacy Wealth Management
Wealth Enhancement Advisory Services
Savant Capital Management
JMG Financial Group
Fragasso
Mariner Wealth Advisors
UBS Group

View all funds holding Sch Us Mid-cap Etf etf