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Sch Us Mid-cap Etf etf shares owned by Schrum Private Wealth Management

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

Historical chart of Schrum Private Wealth Management 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 Schrum Private Wealth Management 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 Schrum Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $291k 3.5k 83.08

More positions owned by Schrum Private Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange Traded Tech Alphadex (FXL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Accenture Plc Ireland Shs Class A (ACN)
American Water Works (AWK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Abbvie (ABBV)
First Tr Exchange Traded Indls Prod Dur (FXR)
First Tr Exchange Traded Hlth Care Alph (FXH)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Finls Alphadex (FXO)

View all positions for Schrum Private Wealth Management

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