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Sch Us Mid-cap Etf etf shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial 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 LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $652k 7.8k 83.09
2024-06-30 $605k 7.8k 77.83
2024-03-31 $611k 7.5k 81.43
2023-12-31 $582k 7.7k 75.32

More positions owned by LifePlan Financial

Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Amplify Etf Tr Blackswan Grwt (SWAN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Ibonds Dec 29 (IBTJ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
salesforce (CRM)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for LifePlan Financial

Top funds holding Sch Us Mid-cap Etf etf

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

View all funds holding Sch Us Mid-cap Etf etf