Triangle Securities Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Triangle Securities Wealth Management

$374 Million
Q4 2024

A detailed history of Triangle Securities Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Triangle Securities Wealth Management holds 98,143 shares of SCHB stock, worth $2.28 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

98,143

Previous 33,089 196.6%

Holding current value

$2.28 Million

Previous $2.2 Million 1.18%

% of portfolio

0.6%

Previous 0.58%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$22.01 - $66.82 $1.43 Million - $4.35 Million	65,054 Added 196.6%	98,143 $2.23 Million
Q3 2024 Nov 14, 2024	SELL	$59.93 - $66.52 $47,224 - $52,417	-788 Reduced 2.33%	33,089 $2.2 Million
Q2 2024 Jul 10, 2024	SELL	$57.57 - $63.3 $38,514 - $42,347	-669 Reduced 1.94%	33,877 $2.13 Million
Q1 2024 Apr 10, 2024	SELL	$54.61 - $61.05 $57,613 - $64,407	-1,055 Reduced 2.96%	34,546 $2.11 Million
Q4 2023 Jan 10, 2024	BUY	$47.61 - $55.91 $297,895 - $349,828	6,257 Added 21.32%	35,601 $1.98 Million
Q3 2023 Oct 10, 2023	BUY	$49.59 - $53.57 $651,563 - $703,856	13,139 Added 81.08%	29,344 $1.46 Million
Q2 2023 Jul 13, 2023	BUY	$47.08 - $51.7 $466,986 - $512,812	9,919 Added 157.8%	16,205 $837,000
Q1 2023 Apr 20, 2023	BUY	$44.47 - $49.23 $17,387 - $19,248	391 Added 6.63%	6,286 $300,000
Q4 2022 Jan 11, 2023	BUY	$41.94 - $47.81 $247,236 - $281,839	5,895 New	5,895 $0
Q2 2019 Jul 10, 2019	SELL	N/A	-3,998 Closed	0 $0
Q1 2019 Apr 08, 2019	BUY	N/A	3,998 New	3,998 $272,000

Others Institutions Holding SCHB

# of Institutions

1,185

Shares Held

194M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Triangle Securities Wealth Management Schwab Strategic Tr Us Broad M Transaction History