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Sch Us Mid-cap Etf etf shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth 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 Stone Point Wealth 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 5.7k 36.87

More positions owned by Stone Point Wealth

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Series Trust St Str P500val (SPYV)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Stone Point Wealth

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
Jones Financial Companies, L.L
Legacy Wealth Management
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