Triangle Securities Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$243K	Sell	7,648 -500	-6%	-$15.9K	0.05%	202
2026 Q1	$250K	Buy	8,148 +55	+0.7%	+$1.67K	0.06%	190
2025 Q4	$222K	Sell	8,093 -235	-3%	-$6.39K	0.05%	201
2025 Q3	$227K	Buy	8,328 +66	+0.8%	+$1.8K	0.05%	198
2025 Q2	$219K	Sell	8,262 -7,260	-47%	-$190K	0.05%	197
2025 Q1	$434K	Buy	15,522 +125	+0.8%	+$3.48K	0.11%	161
2024 Q4	$421K	Buy	+15,397	New	+$438K	0.11%	158
2020 Q1	–	Sell	-11,676	Closed	-$225K	–	164
2019 Q4	$225K	Buy	+11,676	New	+$219K	0.1%	150

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

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

Triangle Securities Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.1% in Q2 2026, selling an estimated $15.9K and leaving 7,648 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #202.

Triangle Securities Wealth Management first reported a position in SCHD in Q4 2019 and has held it in 8 quarters since. The position peaked at $434K in Q1 2025. 475 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Triangle Securities Wealth Management held 7,648 shares of Schwab US Dividend Equity ETF worth $243K as of Q2 2026.
Triangle Securities Wealth Management sold 500 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $15.9K.
Schwab US Dividend Equity ETF made up 0.05% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #202 holding.
Triangle Securities Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 8 quarters since.
Triangle Securities Wealth Management's Schwab US Dividend Equity ETF position peaked at $434K in Q1 2025.
475 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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