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

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

Historical chart of Planwiser 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 Planwiser 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 Planwiser Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 85k 29.47
2025-06-30 $2.5M 85k 29.03
2025-03-31 $2.3M 87k 26.09

More positions owned by Planwiser Financial

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Conv Bd Etf (ICVT)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust Portfli High Yld (SPHY)

View all positions for Planwiser Financial

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