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Sch Us Mid-cap Etf etf shares owned by Granite Bay Wealth Management

Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Granite Bay Wealth Management from 13F filings

Historical chart of Granite Bay Wealth Management 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 Granite Bay Wealth Management 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 Granite Bay Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $518k 14k 36.88
2023-12-31 $1.0M 15k 70.17
2023-09-30 $778k 11k 71.12

More positions owned by Granite Bay Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Emg Mkt Etf (EEM)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Amazon (AMZN)
Apple (AAPL)
Wisdomtree Tr Equity Premium (WTPI)
John Hancock Exchange Traded Corporate Bd (JHCB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Snowflake Com Shs (SNOW)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded SHS (QQEW)

View all positions for Granite Bay Wealth Management

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
Northwestern Mutual Wealth Management Company
Moneta Group Investment Advisors
Jones Financial Companies, L.L
Advisory Alpha
HighTower Advisors
HPM Partners
Legacy Wealth Management
Wealth Enhancement Advisory Services
Savant Capital Management
JMG Financial Group
Fragasso
Mariner Wealth Advisors
UBS Group

View all funds holding Sch Us Mid-cap Etf etf