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Sch Us Mid-cap Etf etf shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 25k 83.09
2024-06-30 $1.1M 14k 77.83
2023-12-31 $2.3M 28k 82.96

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Amazon Com Incorporated Common Stock (AMZN)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Meta Platforms Incorporated Class A Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Grayscale Bitcoin Etf Exchange Traded Fund (GBTC)
Lamar Advertising Common Stock (LAMR)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Broadcom Incorporated Common Stock (AVGO)
Eli Lilly & Company Common Stock (LLY)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth Advisors

Top funds holding Sch Us Mid-cap Etf etf

Creative Planning
HighTower Advisors
Northwestern Mutual Wealth Management Company
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
HPM Partners
Advisory Alpha
Legacy Wealth Management
Fragasso
JMG Financial Group
Envestnet Asset Management
Prime Capital Investment Advisors
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Summit Financial Strategies

View all funds holding Sch Us Mid-cap Etf etf