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Sch Us Mid-cap Etf etf shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors 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 Summit Financial Wealth Advisors 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 Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 39k 29.77
2025-03-31 $924k 35k 26.20
2024-12-31 $1.1M 40k 28.64
2024-09-30 $981k 12k 83.09
2024-06-30 $919k 12k 77.83
2024-03-31 $961k 12k 81.43
2023-12-31 $889k 12k 75.32
2023-09-30 $781k 12k 66.14
2023-06-30 $839k 12k 71.03
2023-03-31 $801k 12k 67.85
2022-12-31 $775k 12k 65.61
2022-09-30 $766k 12k 64.83
2022-06-30 $785k 12k 66.44
2022-03-31 $911k 12k 75.82
2021-12-31 $972k 12k 80.90
2021-09-30 $921k 12k 76.65
2021-06-30 $989k 13k 78.29
2021-03-31 $868k 13k 68.20
2020-12-31 $737k 13k 55.49
2020-09-30 $728k 13k 57.20
2020-06-30 $690k 13k 52.74
2020-03-31 $552k 13k 42.20
2019-12-31 $860k 14k 60.02
2019-09-30 $804k 14k 56.11
2019-06-30 $824k 14k 57.11
2019-03-31 $819k 15k 56.31
2018-12-31 $757k 16k 47.95
2018-09-30 $1.3M 25k 53.52
2018-06-30 $1.9M 37k 52.88
2018-03-31 $1.9M 37k 52.88
2017-12-31 $2.0M 37k 53.26
2017-09-30 $1.7M 34k 50.12
2017-06-30 $1.6M 34k 48.16
2017-03-31 $1.4M 30k 47.35
2016-12-31 $1.6M 35k 45.16
2016-09-30 $1.5M 34k 43.51
2016-06-30 $1.4M 34k 42.01
2016-03-31 $2.1M 52k 40.59
2015-12-31 $2.1M 52k 40.07

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

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