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Schwab U S Large Cap Growth ETF shares owned by Triangle Securities Wealth Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Triangle Securities Wealth Management from 13F filings

Historical chart of Triangle Securities Wealth Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth 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 Large Cap Growth ETF by Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $550k 17k 32.62
2025-09-30 $495k 16k 31.91
2025-06-30 $440k 15k 29.21

More positions owned by Triangle Securities Wealth Management

Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Apple (AAPL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SLYV)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core S&p Scp Etf (IJR)
JPMorgan Chase & Co. (JPM)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Caterpillar (CAT)
Kkr & Co (KKR)

View all positions for Triangle Securities Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Charles Schwab Investment Management
LPL Financial
Financial Engines Advisors L.L.C
Mariner Wealth Advisors
Advisor Group Holdings
Vantagepoint Investment Advisers
Cetera Investment Advisers
Ameriprise Financial
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF