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SPDR DJ Wilshire Mid Cap shares owned by Charles Schwab Trust

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Charles Schwab Trust from 13F filings

Historical chart of Charles Schwab Trust investment in SPDR DJ Wilshire Mid Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap held by Charles Schwab Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Charles Schwab Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 42k 57.19
2025-06-30 $2.4M 44k 54.38
2025-03-31 $2.2M 44k 51.18
2024-12-31 $2.2M 40k 54.69

More positions owned by Charles Schwab Trust

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for Charles Schwab Trust

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
ValMark Advisers
CWM
HighTower Advisors
Envestnet Asset Management
AlTi Global
Texas Permanent School Fund
Morgan Stanley
Facet Wealth
Exchange Traded Concepts
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
UBS Group

View all funds holding SPDR DJ Wilshire Mid Cap