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Sch Us Mid-cap Etf etf shares owned by Heritage Wealth Partners

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

Historical chart of Heritage Wealth 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 Heritage Wealth 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 Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $415k 15k 27.71
2024-09-30 $413k 5.0k 83.09
2024-06-30 $384k 4.9k 77.83

More positions owned by Heritage Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Small Cp Etf (VB)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Meta Platforms Cl A
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Heritage Wealth 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