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Sch Us Mid-cap Etf etf shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial 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 OneAscent Financial Services 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 OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.2M 63k 81.44
2023-12-31 $5.0M 66k 75.33
2023-09-30 $4.5M 66k 67.69

More positions owned by OneAscent Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for OneAscent Financial Services

Top funds holding Sch Us Mid-cap Etf etf

HPM Partners
Creative Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Prime Capital Investment Advisors
UBS Group
Advisory Alpha
Legacy Wealth Management
JMG Financial Group
Fragasso
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Kuntz Lesher Capital
Beacon Pointe Advisors

View all funds holding Sch Us Mid-cap Etf etf