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Sch Us Mid-cap Etf etf shares owned by Legacy Financial Strategies

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

Historical chart of Legacy Financial Strategies 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 Legacy Financial Strategies 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 Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 6.7k 30.07

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Legacy Financial Strategies

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