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
2025 Q3	$227K	Buy
2025 Q2	$219K	Sell
2025 Q1	$434K	Buy
2024 Q4	$421K	Buy
2020 Q1	–	Sell
2019 Q4	$225K	Buy