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Sch Us Mid-cap Etf etf shares owned by Keyvantage Wealth

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

Historical chart of Keyvantage Wealth 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 Keyvantage Wealth 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 Keyvantage Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 47k 29.64
2025-06-30 $1.3M 48k 28.05
2025-03-31 $1.3M 49k 26.20

More positions owned by Keyvantage Wealth

Schwab International Equity Etf Etf (SCHF)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Jpmorgan Active Growth Etf Etf (JGRO)
Jpmorgan Active Value Etf Etf (JAVA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Mid-cap Etf Etf (VO)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)
Schwab International Small-cap Equity Etf Etf (SCHC)
Jpmorgan Municipal Etf Etf (JMUB)
Vanguard Small-cap Etf Etf (VB)
Dimensional Us Small Cap Value Etf Etf (DFSV)

View all positions for Keyvantage Wealth

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
Prime Capital Investment Advisors
Thrivent Financial for Lutherans

View all funds holding Sch Us Mid-cap Etf etf