Triangle Securities Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.6M | Sell |
530,443
-1,596
| -0.3% | -$54.9K | 3.88% | 2 |
|
|
2026
Q1 | $16.5M | Buy |
532,039
+15,208
| +3% | +$484K | 3.74% | 2 |
|
|
2025
Q4 | $15.5M | Sell |
516,831
-137
| -0% | -$4.08K | 3.28% | 4 |
|
|
2025
Q3 | $15.3M | Sell |
516,968
-1,459
| -0.3% | -$42.5K | 3.47% | 2 |
|
|
2025
Q2 | $14.5M | Buy |
518,427
+6,727
| +1% | +$177K | 3.58% | 2 |
|
|
2025
Q1 | $13.4M | Buy |
511,700
+5,908
| +1% | +$165K | 3.45% | 2 |
|
|
2024
Q4 | $14M | Sell |
505,792
-5,600
| -1% | -$160K | 3.6% | 2 |
|
|
2024
Q3 | $14.2M | Buy |
511,392
+14,193
| +3% | +$377K | 3.66% | 2 |
|
|
2024
Q2 | $12.9M | Buy |
497,199
+7,926
| +2% | +$207K | 3.64% | 1 |
|
|
2024
Q1 | $13.3M | Buy |
489,273
+6,273
| +1% | +$160K | 3.79% | 1 |
|
|
2023
Q4 | $12.1M | Sell |
483,000
-1,653
| -0.3% | -$37.9K | 3.77% | 1 |
|
|
2023
Q3 | $10.9M | Buy |
484,653
+969
| +0.2% | +$23K | 3.89% | 1 |
|
|
2023
Q2 | $11.5M | Sell |
483,684
-10,062
| -2% | -$227K | 3.94% | 1 |
|
|
2023
Q1 | $11.2M | Sell |
493,746
-7,740
| -2% | -$178K | 3.99% | 1 |
|
|
2022
Q4 | $11M | Sell |
501,486
-4,878
| -1% | -$107K | 4.02% | 1 |
|
|
2022
Q3 | $10.2M | Buy |
506,364
+4,251
| +0.8% | +$94.8K | 4.18% | 1 |
|
|
2022
Q2 | $10.5M | Buy |
502,113
+2,220
| +0.4% | +$51.2K | 4.09% | 1 |
|
|
2022
Q1 | $12.6M | Sell |
499,893
-6,081
| -1% | -$152K | 4.23% | 1 |
|
|
2021
Q4 | $13.6M | Buy |
505,974
+15,585
| +3% | +$416K | 4.25% | 1 |
|
|
2021
Q3 | $12.5M | Buy |
490,389
+6,675
| +1% | +$174K | 4.25% | 1 |
|
|
2021
Q2 | $12.6M | Sell |
483,714
-774
| -0.2% | -$20K | 4.27% | 1 |
|
|
2021
Q1 | $12M | Sell |
484,488
-3,078
| -0.6% | -$74.7K | 4.35% | 1 |
|
|
2020
Q4 | $11.1M | Sell |
487,566
-15,195
| -3% | -$317K | 4.39% | 1 |
|
|
2020
Q3 | $9.3M | Sell |
502,761
-22,524
| -4% | -$417K | 4.2% | 2 |
|
|
2020
Q2 | $9.21M | Buy |
525,285
+5,691
| +1% | +$92.8K | 4.41% | 1 |
|
|
2020
Q1 | $7.3M | Sell |
519,594
-56,055
| -10% | -$1.03M | 4.21% | 1 |
|
|
2019
Q4 | $11.5M | Buy |
575,649
+17,124
| +3% | +$332K | 5% | 2 |
|
|
2019
Q3 | $10.5M | Buy |
558,525
+19,173
| +4% | +$362K | 5.15% | 1 |
|
|
2019
Q2 | $10.3M | Buy |
539,352
+30,123
| +6% | +$564K | 5.24% | 1 |
|
|
2019
Q1 | $9.4M | Buy |
509,229
+24,699
| +5% | +$441K | 4.93% | 1 |
|
|
2018
Q4 | $7.74M | Buy |
484,530
+21,054
| +5% | +$368K | 4.57% | 1 |
|
|
2018
Q3 | $8.94M | Sell |
463,476
-10,425
| -2% | -$199K | 4.75% | 2 |
|
|
2018
Q2 | $8.67M | Buy |
473,901
+4,863
| +1% | +$88K | 4.85% | 2 |
|
|
2018
Q1 | $8.27M | Buy |
469,038
+13,749
| +3% | +$247K | 4.75% | 2 |
|
|
2017
Q4 | $8.08M | Buy |
455,289
+20,502
| +5% | +$354K | 4.62% | 2 |
|
|
2017
Q3 | $7.26M | Buy |
434,787
+17,475
| +4% | +$284K | 4.32% | 2 |
|
|
2017
Q2 | $6.7M | Buy |
417,312
+34,638
| +9% | +$550K | 4.43% | 1 |
|
|
2017
Q1 | $6.04M | Buy |
382,674
+44,301
| +13% | +$690K | 3.85% | 3 |
|
|
2016
Q4 | $5.09M | Buy |
338,373
+16,077
| +5% | +$235K | 3.4% | 3 |
|
|
2016
Q3 | $4.67M | Buy |
322,296
+56,208
| +21% | +$813K | 3.23% | 4 |
|
|
2016
Q2 | $3.73M | Buy |
266,088
+27,840
| +12% | +$384K | 2.78% | 3 |
|
|
2016
Q1 | $3.22M | Buy |
+238,248
| New | +$3.01M | 2.1% | 7 |
|
|
2013
Q3 | – | Sell |
-7,200
| Closed | -$77K | – | 330 |
|
|
2013
Q2 | $77K | Buy |
+7,200
| New | +$76.7K | 0.06% | 201 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Triangle Securities Wealth Management's SCHM Position: Q2 2026 in Review
Triangle Securities Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.3% in Q2 2026, selling an estimated $54.9K and leaving 530,443 shares worth $19.6M. The position accounts for 3.88% of the portfolio, ranked #2.
Triangle Securities Wealth Management first reported a position in SCHM in Q2 2013 and has held it in 43 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Triangle Securities Wealth Management held 530,443 shares of Schwab US Mid-Cap ETF worth $19.6M as of Q2 2026.
- Triangle Securities Wealth Management sold 1,596 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $54.9K.
- Schwab US Mid-Cap ETF made up 3.88% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #2 holding.
- Triangle Securities Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 43 quarters since.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.