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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
2023-12-31 $1.0M 15k 70.17
2023-09-30 $778k 11k 71.12

More positions owned by Granite Bay Wealth Management

Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
John Hancock Exchange Traded Corporate Bd (JHCB)
John Hancock Exchange Traded Preferred Income (JHPI)
Global X Fds Rbtcs Artfl Inte (BOTZ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr Msci India Etf (INDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Pepsi (PEP)

View all positions for Granite Bay Wealth Management

Top funds holding Sch Us Mid-cap Etf etf

HPM Partners
Creative Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Prime Capital Investment Advisors
UBS Group
Advisory Alpha
Legacy Wealth Management
JMG Financial Group
Fragasso
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Kuntz Lesher Capital
Beacon Pointe Advisors

View all funds holding Sch Us Mid-cap Etf etf