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

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

Historical chart of Transparent 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 Transparent 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 Transparent Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.2M 17k 67.85
2022-12-31 $1.1M 17k 65.61
2022-09-30 $1.0M 17k 60.52
2022-06-30 $1.0M 16k 62.73
2021-12-31 $1.3M 16k 80.46

More positions owned by Transparent Wealth Partners

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Transparent Wealth Partners

Top funds holding Sch Us Mid-cap Etf etf

HPM Partners
Creative Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Prime Capital Investment Advisors
UBS Group
Advisory Alpha
Legacy Wealth Management
JMG Financial Group
Fragasso
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Kuntz Lesher Capital
Beacon Pointe Advisors

View all funds holding Sch Us Mid-cap Etf etf