Schwab U S Broad Market ETF shares owned by Triangle Securities Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Triangle Securities Wealth Management
from 13F filings
Historical chart of Triangle Securities Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Triangle Securities Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.1M | 34k | 62.87 |
| 2024-03-31 | $2.1M | 35k | 61.05 |
| 2023-12-31 | $2.0M | 36k | 55.67 |
| 2023-09-30 | $1.5M | 29k | 49.85 |
| 2023-06-30 | $838k | 16k | 51.70 |
| 2023-03-31 | $301k | 6.3k | 47.85 |
| 2022-12-31 | $264k | 5.9k | 44.81 |
| 2019-03-31 | $272k | 4.0k | 68.03 |
| 2016-12-31 | $1.4M | 25k | 54.16 |
More positions owned by Triangle Securities Wealth Management
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