Triangle Securities Wealth Management Schwab Strategic Tr Us Large C Transaction History

Triangle Securities Wealth Management

  • $349 Million
  • Q2 2024

A detailed history of Triangle Securities Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Triangle Securities Wealth Management holds 86,402 shares of SCHX stock, worth $5.61 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
86,402
Previous 89,823 3.81%
Holding current value
$5.61 Million
Previous $5.57 Million 0.41%
% of portfolio
1.59%
Previous 1.6%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
SELL
$58.7 - $64.78 $200,812 - $221,612
-3,421 Reduced 3.81%
86,402 $5.55 Million
Q1 2024

Apr 10, 2024
BUY
$55.41 - $62.08 $98,075 - $109,881
1,770 Added 2.01%
89,823 $5.57 Million
Q4 2023

Jan 10, 2024
SELL
$48.47 - $56.6 $183,022 - $213,721
-3,776 Reduced 4.11%
88,053 $4.97 Million
Q3 2023

Oct 10, 2023
SELL
$50.36 - $54.21 $165,885 - $178,567
-3,294 Reduced 3.46%
91,829 $4.65 Million
Q2 2023

Jul 13, 2023
SELL
$47.67 - $52.37 $120,700 - $132,600
-2,532 Reduced 2.59%
95,123 $4.98 Million
Q1 2023

Apr 20, 2023
SELL
$44.78 - $49.41 $347,761 - $383,718
-7,766 Reduced 7.37%
97,655 $4.72 Million
Q4 2022

Jan 11, 2023
SELL
$44.01 - $48.16 $242,010 - $264,831
-5,499 Reduced 4.96%
105,421 $0
Q3 2022

Oct 19, 2022
BUY
N/A
1,482 Added 1.35%
110,920 $4.7 Million
Q2 2022

Jul 11, 2022
SELL
N/A
-1,878 Reduced 1.69%
109,438 $4.89 Million
Q1 2022

Apr 13, 2022
BUY
N/A
56,087 Added 101.55%
111,316 $5.99 Million
Q4 2021

Jan 14, 2022
SELL
N/A
-1,159 Reduced 2.06%
55,229 $6.29 Million
Q3 2021

Oct 14, 2021
BUY
N/A
1,633 Added 2.98%
56,388 $5.87 Million
Q2 2021

Jul 12, 2021
SELL
N/A
-3,146 Reduced 5.43%
54,755 $5.69 Million
Q1 2021

Apr 12, 2021
BUY
N/A
258 Added 0.45%
57,901 $5.56 Million
Q4 2020

Jan 11, 2021
SELL
N/A
-1,339 Reduced 2.27%
57,643 $5.24 Million
Q3 2020

Oct 09, 2020
BUY
N/A
5,948 Added 11.22%
58,982 $4.76 Million
Q2 2020

Jul 08, 2020
BUY
N/A
10,002 Added 23.24%
53,034 $3.93 Million
Q1 2020

Apr 06, 2020
BUY
N/A
3,179 Added 7.98%
43,032 $2.64 Million
Q4 2019

Jan 09, 2020
BUY
N/A
5,828 Added 17.13%
39,853 $3.06 Million
Q3 2019

Oct 15, 2019
BUY
N/A
5,482 Added 19.21%
34,025 $2.41 Million
Q2 2019

Jul 10, 2019
BUY
N/A
2,303 Added 8.78%
28,543 $2.03 Million
Q1 2019

Apr 10, 2019
SELL
N/A
-13,525 Reduced 34.01%
26,240 $1.77 Million
Q1 2019

Apr 08, 2019
BUY
N/A
14,693 Added 58.6%
39,765 $4.69 Million
Q4 2018

Jan 17, 2019
BUY
N/A
3,839 Added 18.08%
25,072 $1.5 Million
Q3 2018

Oct 04, 2018
BUY
N/A
95 Added 0.45%
21,233 $1.48 Million
Q2 2018

Jul 12, 2018
SELL
N/A
-2,385 Reduced 10.14%
21,138 $1.37 Million
Q1 2018

Apr 11, 2018
BUY
N/A
5,200 Added 28.38%
23,523 $1.48 Million
Q4 2017

Jan 10, 2018
BUY
N/A
515 Added 2.89%
18,323 $1.17 Million
Q3 2017

Oct 11, 2017
BUY
N/A
17,808
17,808 $1.07 Million

Others Institutions Holding SCHX

# of Institutions
1,313
Shares Held
446M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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