Triangle Securities Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Triangle Securities Wealth Management

  • $380 Million
  • Q2 2025

A detailed history of Triangle Securities Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Triangle Securities Wealth Management holds 518,427 shares of SCHM stock, worth $15.1 Million. This represents 3.82% of its overall portfolio holdings.

Number of Shares
518,427
Previous 511,700 1.31%
Holding current value
$15.1 Million
Previous $13.4 Million 8.59%
% of portfolio
3.82%
Previous 3.6%

Shares

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

Jul 10, 2025
BUY
$22.92 - $28.05 $154,182 - $188,692
6,727 Added 1.31%
518,427 $14.5 Million
Q1 2025

Apr 10, 2025
BUY
$25.58 - $29.24 $151,126 - $172,749
5,908 Added 1.17%
511,700 $13.4 Million
Q4 2024

Jan 15, 2025
BUY
$27.54 - $83.04 $9.23 Million - $27.8 Million
335,328 Added 196.71%
505,792 $14 Million
Q3 2024

Nov 14, 2024
BUY
$75.47 - $83.18 $357,048 - $393,524
4,731 Added 2.85%
170,464 $14.2 Million
Q2 2024

Jul 10, 2024
BUY
$75.69 - $81.19 $199,972 - $214,503
2,642 Added 1.62%
165,733 $12.9 Million
Q1 2024

Apr 10, 2024
BUY
$72.89 - $81.43 $152,412 - $170,270
2,091 Added 1.3%
163,091 $13.3 Million
Q4 2023

Jan 10, 2024
SELL
$63.01 - $75.95 $34,718 - $41,848
-551 Reduced 0.34%
161,000 $12.1 Million
Q3 2023

Oct 10, 2023
BUY
$66.75 - $73.98 $21,560 - $23,895
323 Added 0.2%
161,551 $10.9 Million
Q2 2023

Jul 13, 2023
SELL
$65.29 - $71.03 $218,982 - $238,234
-3,354 Reduced 2.04%
161,228 $11.5 Million
Q1 2023

Apr 20, 2023
SELL
$64.24 - $73.9 $165,739 - $190,662
-2,580 Reduced 1.54%
164,582 $11.2 Million
Q4 2022

Jan 11, 2023
SELL
$61.05 - $69.94 $99,267 - $113,722
-1,626 Reduced 0.96%
167,162 $0
Q3 2022

Oct 19, 2022
BUY
$60.5 - $72.51 $85,728 - $102,746
1,417 Added 0.85%
168,788 $10.2 Million
Q2 2022

Jul 11, 2022
BUY
$60.91 - $76.4 $45,073 - $56,536
740 Added 0.44%
167,371 $10.5 Million
Q1 2022

Apr 13, 2022
SELL
$70.66 - $80.89 $143,227 - $163,964
-2,027 Reduced 1.2%
166,631 $12.6 Million
Q4 2021

Jan 14, 2022
BUY
$76.01 - $83.39 $394,871 - $433,211
5,195 Added 3.18%
168,658 $13.6 Million
Q3 2021

Oct 14, 2021
BUY
$74.65 - $80.95 $166,096 - $180,113
2,225 Added 1.38%
163,463 $12.5 Million
Q2 2021

Jul 12, 2021
SELL
$74.64 - $79.12 $19,257 - $20,412
-258 Reduced 0.16%
161,238 $12.6 Million
Q1 2021

Apr 12, 2021
SELL
$67.07 - $76.85 $68,813 - $78,848
-1,026 Reduced 0.63%
161,496 $12 Million
Q4 2020

Jan 11, 2021
SELL
$55.93 - $68.45 $283,285 - $346,699
-5,065 Reduced 3.02%
162,522 $11.1 Million
Q3 2020

Oct 09, 2020
SELL
$51.99 - $58.83 $390,340 - $441,695
-7,508 Reduced 4.29%
167,587 $9.3 Million
Q2 2020

Jul 08, 2020
BUY
$39.01 - $57.03 $74,001 - $108,185
1,897 Added 1.1%
175,095 $9.21 Million
Q1 2020

Apr 06, 2020
SELL
$35.83 - $62.24 $669,483 - $1.16 Million
-18,685 Reduced 9.74%
173,198 $7.3 Million
Q4 2019

Jan 09, 2020
BUY
$54.56 - $60.24 $311,428 - $343,849
5,708 Added 3.07%
191,883 $11.5 Million
Q3 2019

Oct 15, 2019
BUY
$56.23 - $57.59 $359,365 - $368,057
6,391 Added 3.55%
186,175 $10.5 Million
Q2 2019

Jul 10, 2019
BUY
N/A
10,041 Added 5.92%
179,784 $10.3 Million
Q1 2019

Apr 10, 2019
BUY
N/A
169,743 New
169,743 $9.4 Million
Q1 2019

Apr 08, 2019
SELL
N/A
-161,510 Closed
0 $0
Q4 2018

Jan 17, 2019
BUY
N/A
7,018 Added 4.54%
161,510 $7.74 Million
Q3 2018

Oct 04, 2018
SELL
N/A
-3,475 Reduced 2.2%
154,492 $8.94 Million
Q2 2018

Jul 12, 2018
BUY
N/A
1,621 Added 1.04%
157,967 $8.67 Million
Q1 2018

Apr 11, 2018
BUY
N/A
4,583 Added 3.02%
156,346 $8.27 Million
Q4 2017

Jan 10, 2018
BUY
N/A
6,834 Added 4.72%
151,763 $8.08 Million
Q3 2017

Oct 11, 2017
BUY
N/A
144,929
144,929 $7.26 Million

Others Institutions Holding SCHM

# of Institutions
1,019
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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