SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Triangle Securities Wealth Management's Holding History (CIK: 0001541353)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 120,576 Value ($000) $3,163 Avg Close — Range —
Q3 2025
Shares 117,174 Value ($000) $3,013 Avg Close — Range —
Q2 2025
Shares 116,743 Value ($000) $2,782 Avg Close — Range —
Q1 2025
Shares 102,891 Value ($000) $2,215 Avg Close — Range —
Q4 2024
Shares 98,143 Value ($000) $2,228 Avg Close — Range —
Q3 2024
Shares 33,089 Value ($000) $2,201 Avg Close — Range —
Q2 2024
Shares 33,877 Value ($000) $2,130 Avg Close — Range —
Q1 2024
Shares 34,546 Value ($000) $2,109 Avg Close — Range —
Q4 2023
Shares 35,601 Value ($000) $1,982 Avg Close — Range —
Q3 2023
Shares 29,344 Value ($000) $1,463 Avg Close — Range —
Q2 2023
Shares 16,205 Value ($000) $838 Avg Close — Range —
Q1 2023
Shares 6,286 Value ($000) $301 Avg Close — Range —
Q4 2022
Shares 5,895 Value ($000) $264 Avg Close — Range —
Q1 2019
Shares 3,998 Value ($000) $272 Avg Close — Range —
Q4 2016
Shares 25,110 Value ($000) $1,360 Avg Close — Range —