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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Triangle Securities Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Fds Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Blackstone Group Inc Com Cl A (BX)
Alphabet Cap Stk Cl C (GOOG)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Ishares Tr Core Total Usd (IUSB)
Kkr & Co (KKR)
Apple (AAPL)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Ishares Tr Core S&p Mcp Etf (IJH)
Lowe's Companies (LOW)
Ishares Tr Core S&p Scp Etf (IJR)
JPMorgan Chase & Co. (JPM)

View all positions for Triangle Securities Wealth Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HB Wealth Management
HighTower Advisors
HT Partners
Evergreen Advisors
Callan Capital
Retirement Planning Group
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF