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Schwab Strategic Tr us dividend eq shares owned by Triangle Securities Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Triangle Securities Wealth Management from 13F filings

Historical chart of Triangle Securities Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Triangle Securities Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 8.3k 27.30
2025-06-30 $219k 8.3k 26.50
2025-03-31 $434k 16k 27.96
2024-12-31 $421k 15k 27.32
2019-12-31 $225k 3.9k 57.81

More positions owned by Triangle Securities Wealth Management

J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Alphabet Cap Stk Cl C (GOOG)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Mcp Etf (IJH)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Kkr & Co (KKR)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)

View all positions for Triangle Securities Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

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Raymond James Financial
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UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq