Triangle Securities Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Triangle Securities Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.51M	Sell	107,519 -445	-0.4%	-$15.2K	0.67%	43
2026 Q2	$3.9M	Sell	107,964 -5,251	-5%	-$174K	0.77%	36
2026 Q1	$3.29M	Sell	113,215 -3,741	-3%	-$112K	0.75%	41
2025 Q4	$3.33M	Buy	116,956 +1,528	+1%	+$43.1K	0.7%	44
2025 Q3	$3.22M	Buy	115,428 +660	+0.6%	+$17.6K	0.73%	42
2025 Q2	$2.9M	Buy	114,768 +10,442	+10%	+$247K	0.71%	43
2025 Q1	$2.44M	Buy	104,326 +2,565	+3%	+$65.4K	0.63%	49
2024 Q4	$2.63M	Buy	101,761 +3,105	+3%	+$82.6K	0.68%	40
2024 Q3	$2.54M	Buy	98,656 +740	+0.8%	+$18.4K	0.66%	42
2024 Q2	$2.32M	Buy	97,916 +540	+0.6%	+$12.8K	0.66%	46
2024 Q1	$2.4M	Buy	97,376 +1,944	+2%	+$45.5K	0.68%	42
2023 Q4	$2.25M	Sell	95,432 -54	-0.1%	-$1.14K	0.7%	39
2023 Q3	$1.98M	Sell	95,486 -2,742	-3%	-$60.2K	0.7%	40
2023 Q2	$2.15M	Sell	98,228 -1,862	-2%	-$38.8K	0.74%	37
2023 Q1	$2.1M	Sell	100,090 -4,762	-5%	-$102K	0.75%	37
2022 Q4	$2.12M	Sell	104,852 -6,432	-6%	-$132K	0.78%	37
2022 Q3	$2.1M	Buy	111,284 +20,112	+22%	+$421K	0.86%	37
2022 Q2	$1.78M	Sell	91,172 -818	-0.9%	-$17.5K	0.69%	48
2022 Q1	$2.18M	Buy	91,990 +6,082	+7%	+$144K	0.73%	42
2021 Q4	$2.2M	Sell	85,908 -576	-0.7%	-$14.9K	0.69%	42
2021 Q3	$2.16M	Buy	86,484 +2,304	+3%	+$58.5K	0.73%	40
2021 Q2	$2.19M	Sell	84,180 -1,984	-2%	-$50.7K	0.74%	37
2021 Q1	$2.15M	Sell	86,164 -572	-0.7%	-$14.1K	0.78%	38
2020 Q4	$1.93M	Hold	86,736	–	–	0.76%	39
2020 Q3	$1.48M	Sell	86,736 -100	-0.1%	-$1.72K	0.67%	50
2020 Q2	$1.42M	Buy	86,836 +5,316	+7%	+$79.6K	0.68%	51
2020 Q1	$1.05M	Buy	81,520 +47,028	+136%	+$799K	0.61%	58
2019 Q4	$652K	Buy	34,492 +6,912	+25%	+$125K	0.28%	96
2019 Q3	$481K	Buy	27,580 +2,440	+10%	+$43.1K	0.24%	112
2019 Q2	$451K	Buy	25,140 +1,600	+7%	+$28.3K	0.23%	108
2019 Q1	$412K	Sell	23,540 -952	-4%	-$16.3K	0.22%	109
2018 Q4	$372K	Buy	+24,492	New	+$414K	0.22%	105
2016 Q2	–	Sell	-20,152	Closed	-$262K	–	127
2016 Q1	$262K	Buy	+20,152	New	+$244K	0.17%	117

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Triangle Securities Wealth Management's SCHA Position: Q3 2026 in Review

Triangle Securities Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.41% in Q3 2026, selling an estimated $15.2K and leaving 107,519 shares worth $3.51M. The position accounts for 0.67% of the portfolio, ranked #43.

Triangle Securities Wealth Management first reported a position in SCHA in Q1 2016 and has held it in 33 quarters since. The position peaked at $3.9M in Q2 2026. 477 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Triangle Securities Wealth Management held 107,519 shares of Schwab U.S Small- Cap ETF worth $3.51M as of Q3 2026.
Triangle Securities Wealth Management sold 445 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $15.2K.
Schwab U.S Small- Cap ETF made up 0.67% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #43 holding.
Triangle Securities Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2016 and has held it in 33 quarters since.
Triangle Securities Wealth Management's Schwab U.S Small- Cap ETF position peaked at $3.9M in Q2 2026.
477 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.