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Sch Us Mid-cap Etf etf shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 71k 75.32
2023-09-30 $4.8M 71k 67.68
2023-06-30 $5.1M 72k 71.03
2023-03-31 $4.9M 73k 67.85

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Chevron Corporation (CVX)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cape Investment Advisory

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
HPM Partners
Prime Capital Investment Advisors
Advisory Alpha
Northwestern Mutual Wealth Management Company
UBS Group
Legacy Wealth Management
JMG Financial Group
Fragasso
Ameriprise Financial
Envestnet Asset Management

View all funds holding Sch Us Mid-cap Etf etf