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Sch Us Mid-cap Etf etf shares owned by Triangle Securities Wealth Management

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

Historical chart of Triangle Securities 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 Triangle Securities 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 Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 166k 77.83
2024-03-31 $13M 163k 81.43
2023-12-31 $12M 161k 75.32
2023-09-30 $11M 162k 67.68
2023-06-30 $12M 161k 71.03
2023-03-31 $11M 165k 67.85
2022-12-31 $11M 167k 65.61
2022-09-30 $10M 169k 60.53
2022-06-30 $11M 167k 62.73
2022-03-31 $13M 167k 75.86
2021-12-31 $14M 169k 80.43
2021-09-30 $13M 164k 76.66
2021-06-30 $13M 161k 78.27
2021-03-31 $12M 162k 74.43
2020-12-31 $11M 163k 68.18
2020-09-30 $9.3M 168k 55.48
2020-06-30 $9.2M 175k 52.62
2020-03-31 $7.3M 173k 42.16
2019-12-31 $12M 192k 60.15
2019-09-30 $11M 186k 56.54
2019-06-30 $10M 180k 57.42
2019-03-31 $9.4M 170k 55.39
2018-12-31 $7.7M 162k 47.93
2018-09-30 $8.9M 155k 57.84
2018-06-30 $8.7M 158k 54.89
2018-03-31 $8.3M 156k 52.88
2017-12-31 $8.1M 152k 53.27
2017-09-30 $7.3M 145k 50.11
2017-06-30 $6.7M 139k 48.16
2017-03-31 $6.0M 128k 47.33
2016-12-31 $5.1M 113k 45.15
2016-09-30 $4.7M 107k 43.52
2016-06-30 $3.7M 89k 42.01
2016-03-31 $3.2M 79k 40.60
2013-06-30 $77k 2.4k 32.08
2013-03-31 $71k 2.3k 31.56
2012-12-31 $63k 2.3k 28.00
2012-09-30 $52k 1.9k 26.87
2012-06-30 $50k 1.9k 25.84
2012-03-31 $53k 1.9k 27.39
2011-12-31 $24k 1.0k 24.00

More positions owned by Triangle Securities Wealth Management

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

View all positions for Triangle Securities Wealth Management

Top funds holding Sch Us Mid-cap Etf etf

Creative Planning
HighTower Advisors
Northwestern Mutual Wealth Management Company
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
HPM Partners
Advisory Alpha
Legacy Wealth Management
Fragasso
JMG Financial Group
Envestnet Asset Management
Prime Capital Investment Advisors
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Summit Financial Strategies

View all funds holding Sch Us Mid-cap Etf etf