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 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. 323 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.
323 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.