Okabena Investment Services »

Sch Us Mid-cap Etf etf shares owned by Okabena Investment Services

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

Historical chart of Okabena Investment Services 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 Okabena Investment Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Us Mid-cap Etf etf by Okabena Investment Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $881k 30k 29.64
2025-06-30 $833k 30k 28.05
2025-03-31 $779k 30k 26.20

More positions owned by Okabena Investment Services

Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
Vanguard S&P 500 Etf S&p 500 Etf Shs (VOO)
Ishares Core S&P 500 Etf Core S&p500 Etf (IVV)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Target Corporation (TGT)
Spdr S&P 500 Etf Trust Tr Unit (SPY)
Dimensional Intern Core Eqt Mkt ETF Intl Core Eqt Mk (DFAI)
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)
Ishares Gold Trust Ishares New (IAU)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Apple (AAPL)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares National Muni Bond Etf National Mun Etf (MUB)

View all positions for Okabena Investment Services

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