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Sch Us Mid-cap Etf etf shares owned by Womack Financial

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

Historical chart of Womack Financial 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 Womack Financial 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 Womack Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 466k 29.64
2025-06-30 $11M 427k 26.20
2025-03-31 $11M 427k 26.20
2024-12-31 $12M 426k 27.71

More positions owned by Womack Financial

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ea Series Trust Freedom 100 Em (FRDM)
Capital Southwest Corporation (CSWC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Markel Corporation (MKL)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Fundamental Us S (FNDA)
Apple (AAPL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Womack Financial

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
Thrivent Financial for Lutherans
Raymond James Financial

View all funds holding Sch Us Mid-cap Etf etf