Triangle Securities Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Triangle Securities Wealth Management

$439 Million
Q4 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 8,093 shares of SCHD stock, worth $220,453. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,093

Previous 8,328 2.82%

Holding current value

$220,453

Previous $227,000 3.08%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$26.44 - $27.53 $6,213 - $6,469	-235 Reduced 2.82%	8,093 $220,000
Q3 2025 Oct 15, 2025	BUY	$26.38 - $27.95 $1,741 - $1,844	66 Added 0.8%	8,328 $227,000
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

2,064

Shares Held

867M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triangle Securities Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Triangle Securities Wealth Management with notifications on news.

Account

Triangle Securities Wealth Management Schwab Strategic Tr Us Dividen Transaction History