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

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

Historical chart of Livet 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 Livet 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 Livet Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6M 115k 30.96

More positions owned by Livet Wealth

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Spdr Series Trust State Street Spd (SLYG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Cloudflare Cl A Com (NET)
Spdr Series Trust State Street Spd (SLYV)

View all positions for Livet Wealth

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
Northwestern Mutual Wealth Management Company
Moneta Group Investment Advisors
Advisory Alpha
HighTower Advisors
HPM Partners
Legacy Wealth Management
Jones Financial Companies, L.L
JMG Financial Group
Fragasso
Mariner Wealth Advisors
Thrivent Financial for Lutherans
LPL Financial
Raymond James Financial

View all funds holding Sch Us Mid-cap Etf etf