Triangle Securities Wealth Management’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$293K	Sell
2023 Q4	$342K	Sell
2023 Q3	$339K	Buy
2023 Q2	$344K	Sell
2023 Q1	$342K	Buy
2022 Q4	$453K	Buy
2022 Q3	$385K	Buy
2022 Q2	$273K	Buy
2013 Q3	–	Sell
2013 Q2	$12K	Buy