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 15,397 shares of SCHD stock, worth $424,341. This represents 0.11% of its overall portfolio holdings.

Number of Shares
15,397
Holding current value
$424,341
% of portfolio
0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Triangle Securities Wealth Management Portfolio

Follow Triangle Securities Wealth Management and customize your updates to receive the information that matters most to you.

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.