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Triangle Securities Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Triangle Securities Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.59M Buy
124,085
+3,642
+3% +$102K 0.71% 43
2026
Q1 		$3.02M Sell
120,443
-133
-0.1% -$3.49K 0.69% 48
2025
Q4 		$3.16M Buy
120,576
+3,402
+3% +$88.6K 0.67% 45
2025
Q3 		$3.01M Buy
117,174
+431
+0.4% +$10.7K 0.68% 44
2025
Q2 		$2.78M Buy
116,743
+13,852
+13% +$305K 0.68% 44
2025
Q1 		$2.22M Buy
102,891
+4,748
+5% +$108K 0.57% 54
2024
Q4 		$2.23M Sell
98,143
-1,124
-1% -$25.7K 0.57% 54
2024
Q3 		$2.2M Sell
99,267
-2,364
-2% -$50.5K 0.57% 54
2024
Q2 		$2.13M Sell
101,631
-2,007
-2% -$40.7K 0.6% 54
2024
Q1 		$2.11M Sell
103,638
-3,165
-3% -$61.2K 0.6% 54
2023
Q4 		$1.98M Buy
106,803
+18,771
+21% +$324K 0.62% 55
2023
Q3 		$1.46M Buy
88,032
+39,417
+81% +$682K 0.52% 62
2023
Q2 		$838K Buy
48,615
+29,757
+158% +$485K 0.29% 101
2023
Q1 		$301K Buy
18,858
+1,173
+7% +$18.3K 0.11% 163
2022
Q4 		$264K Buy
+17,685
New +$266K 0.1% 172
2019
Q2 		– Sell
-23,988
Closed -$272K – 153
2019
Q1 		$272K Buy
+23,988
New +$262K 0.14% 130
2017
Q1 		– Sell
-150,660
Closed -$1.36M – 130
2016
Q4 		$1.36M Buy
+150,660
New +$1.33M 0.91% 37

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Triangle Securities Wealth Management's SCHB Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 3% in Q2 2026, buying an estimated $102K and bringing the position to 124,085 shares worth $3.59M. The position accounts for 0.71% of the portfolio, ranked #43.

Triangle Securities Wealth Management first reported a position in SCHB in Q4 2016 and has held it in 17 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Triangle Securities Wealth Management held 124,085 shares of Schwab US Broad Market ETF worth $3.59M as of Q2 2026.
  • Triangle Securities Wealth Management bought 3,642 Schwab US Broad Market ETF shares in Q2 2026, an estimated $102K.
  • Schwab US Broad Market ETF made up 0.71% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Triangle Securities Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 17 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.