Triangle Securities Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Triangle Securities Wealth Management

  • $380 Million
  • Q2 2025

A detailed history of Triangle Securities Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Triangle Securities Wealth Management holds 8,262 shares of SCHD stock, worth $223,817. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,262
Previous 15,522 46.77%
Holding current value
$223,817
Previous $428,000 49.07%
% of portfolio
0.06%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$24.32 - $27.87 $176,563 - $202,336
-7,260 Reduced 46.77%
8,262 $218,000
Q1 2025

Apr 10, 2025
BUY
$27.01 - $28.54 $3,376 - $3,567
125 Added 0.81%
15,522 $428,000
Q4 2024

Jan 15, 2025
BUY
$26.93 - $84.95 $414,641 - $1.31 Million
15,397 New
15,397 $420,000
Q1 2020

Apr 06, 2020
SELL
$39.5 - $59.28 $153,734 - $230,717
-3,892 Closed
0 $0
Q4 2019

Jan 09, 2020
BUY
$52.87 - $58.15 $205,770 - $226,319
3,892 New
3,892 $225,000

Others Institutions Holding SCHD

# of Institutions
2,005
Shares Held
878M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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