Wellington-altus Usa »

Sch Us Mid-cap Etf etf shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa 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 Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Us Mid-cap Etf etf by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $126k 4.1k 30.96
2026-03-31 $150k 4.1k 36.87
2025-12-31 $122k 4.1k 30.07

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

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
Jones Financial Companies, L.L
Advisory Alpha
HighTower Advisors
HPM Partners
Legacy Wealth Management
Wealth Enhancement Advisory Services
Savant Capital Management
JMG Financial Group
Fragasso
Mariner Wealth Advisors
UBS Group

View all funds holding Sch Us Mid-cap Etf etf