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Triangle Securities Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Triangle Securities Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.16M Buy
277,339
+8,694
+3% +$248K 1.62% 14
2026
Q1 		$6.89M Buy
268,645
+9,781
+4% +$262K 1.56% 15
2025
Q4 		$6.97M Buy
258,864
+1,845
+0.7% +$49.3K 1.47% 16
2025
Q3 		$6.77M Sell
257,019
-6,889
-3% -$175K 1.53% 17
2025
Q2 		$6.45M Buy
263,908
+199
+0.1% +$4.5K 1.59% 16
2025
Q1 		$5.82M Buy
263,709
+7,221
+3% +$168K 1.5% 16
2024
Q4 		$5.95M Buy
256,488
+3,711
+1% +$86.5K 1.53% 16
2024
Q3 		$5.72M Sell
252,777
-6,429
-2% -$140K 1.48% 18
2024
Q2 		$5.55M Sell
259,206
-10,263
-4% -$212K 1.57% 16
2024
Q1 		$5.57M Buy
269,469
+5,310
+2% +$105K 1.59% 17
2023
Q4 		$4.97M Sell
264,159
-11,328
-4% -$199K 1.54% 16
2023
Q3 		$4.65M Sell
275,487
-9,882
-3% -$173K 1.65% 16
2023
Q2 		$4.98M Sell
285,369
-7,596
-3% -$125K 1.71% 12
2023
Q1 		$4.72M Sell
292,965
-23,298
-7% -$367K 1.69% 12
2022
Q4 		$4.76M Sell
316,263
-16,497
-5% -$250K 1.75% 10
2022
Q3 		$4.7M Buy
332,760
+4,446
+1% +$69.8K 1.92% 10
2022
Q2 		$4.89M Sell
328,314
-5,634
-2% -$91.3K 1.9% 8
2022
Q1 		$5.99M Buy
333,948
+2,574
+0.8% +$45.6K 2.01% 8
2021
Q4 		$6.29M Sell
331,374
-6,954
-2% -$128K 1.97% 9
2021
Q3 		$5.87M Buy
338,328
+9,798
+3% +$175K 1.99% 9
2021
Q2 		$5.69M Sell
328,530
-18,876
-5% -$318K 1.93% 9
2021
Q1 		$5.56M Buy
347,406
+1,548
+0.4% +$24.3K 2.01% 7
2020
Q4 		$5.24M Sell
345,858
-8,034
-2% -$115K 2.08% 8
2020
Q3 		$4.76M Buy
353,892
+35,688
+11% +$474K 2.15% 7
2020
Q2 		$3.93M Buy
318,204
+60,012
+23% +$699K 1.88% 8
2020
Q1 		$2.64M Buy
258,192
+19,074
+8% +$232K 1.52% 15
2019
Q4 		$3.06M Buy
239,118
+34,968
+17% +$429K 1.33% 22
2019
Q3 		$2.41M Buy
204,150
+32,892
+19% +$388K 1.18% 24
2019
Q2 		$2.03M Buy
171,258
+13,818
+9% +$159K 1.03% 30
2019
Q1 		$1.77M Buy
157,440
+7,008
+5% +$75.9K 0.93% 35
2018
Q4 		$1.5M Buy
150,432
+23,034
+18% +$247K 0.88% 41
2018
Q3 		$1.48M Buy
127,398
+570
+0.4% +$6.48K 0.78% 43
2018
Q2 		$1.37M Sell
126,828
-14,310
-10% -$154K 0.77% 44
2018
Q1 		$1.48M Buy
141,138
+31,200
+28% +$339K 0.85% 40
2017
Q4 		$1.17M Buy
109,938
+3,090
+3% +$32K 0.67% 50
2017
Q3 		$1.07M Buy
106,848
+2,544
+2% +$25K 0.64% 52
2017
Q2 		$1M Buy
104,304
+18,540
+22% +$177K 0.66% 51
2017
Q1 		$804K Buy
85,764
+8,082
+10% +$74.7K 0.51% 62
2016
Q4 		$690K Buy
77,682
+10,020
+15% +$87K 0.46% 67
2016
Q3 		$582K Buy
67,662
+5,952
+10% +$51K 0.4% 74
2016
Q2 		$512K Buy
61,710
+14,760
+31% +$121K 0.38% 79
2016
Q1 		$382K Buy
+46,950
New +$362K 0.25% 98

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Triangle Securities Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 3.2% in Q2 2026, buying an estimated $248K and bringing the position to 277,339 shares worth $8.16M. The position accounts for 1.62% of the portfolio, ranked #14.

Triangle Securities Wealth Management first reported a position in SCHX in Q1 2016 and has held it in 42 quarters since. 326 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Triangle Securities Wealth Management held 277,339 shares of Schwab US Large- Cap ETF worth $8.16M as of Q2 2026.
  • Triangle Securities Wealth Management bought 8,694 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $248K.
  • Schwab US Large- Cap ETF made up 1.62% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Triangle Securities Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2016 and has held it in 42 quarters since.
  • 326 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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