Schwab U S Small Cap ETF shares owned by Triangle Securities Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Triangle Securities Wealth Management
from 13F filings
Historical chart of Triangle Securities Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Triangle Securities Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 115k | 27.90 |
| 2025-06-30 | $2.9M | 115k | 25.30 |
| 2025-03-31 | $2.4M | 104k | 23.43 |
| 2024-12-31 | $2.6M | 102k | 25.86 |
| 2024-06-30 | $2.3M | 49k | 47.45 |
| 2024-03-31 | $2.4M | 49k | 49.24 |
| 2023-12-31 | $2.3M | 48k | 47.24 |
| 2023-09-30 | $2.0M | 48k | 41.42 |
| 2023-06-30 | $2.2M | 49k | 43.80 |
| 2023-03-31 | $2.1M | 50k | 41.93 |
| 2022-12-31 | $2.1M | 52k | 40.51 |
| 2022-09-30 | $2.1M | 56k | 37.80 |
| 2022-06-30 | $1.8M | 46k | 38.98 |
| 2022-03-31 | $2.2M | 46k | 47.35 |
| 2021-12-31 | $2.2M | 22k | 102.39 |
| 2021-09-30 | $2.2M | 22k | 100.09 |
| 2021-06-30 | $2.2M | 21k | 104.21 |
| 2021-03-31 | $2.1M | 22k | 99.67 |
| 2020-12-31 | $1.9M | 22k | 89.01 |
| 2020-09-30 | $1.5M | 22k | 68.30 |
| 2020-06-30 | $1.4M | 22k | 65.32 |
| 2020-03-31 | $1.1M | 20k | 51.52 |
| 2019-12-31 | $652k | 8.6k | 75.61 |
| 2019-09-30 | $481k | 6.9k | 69.76 |
| 2019-06-30 | $451k | 6.3k | 71.76 |
| 2019-03-31 | $412k | 5.9k | 70.01 |
| 2018-12-31 | $372k | 6.1k | 60.75 |
| 2016-03-31 | $262k | 5.0k | 52.00 |
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