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Sch Us Mid-cap Etf etf shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners 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 SIMA Wealth Partners 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $766k 25k 30.96
2025-12-31 $766k 26k 30.07
2025-09-30 $758k 26k 29.64

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

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
UBS Group
Thrivent Financial for Lutherans
Burns Wealth Management

View all funds holding Sch Us Mid-cap Etf etf