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Sch Us Mid-cap Etf etf shares owned by WP Advisors

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

Historical chart of WP 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 WP 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 WP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 41k 29.64
2025-06-30 $1.1M 41k 28.05
2025-03-31 $1.1M 41k 26.20

More positions owned by WP Advisors

Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Pfizer (PFE)
Netflix (NFLX)
Enterprise Products Partners (EPD)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Visa Com Cl A (V)
UnitedHealth (UNH)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)

View all positions for WP 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