SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 8,093 Value ($000) $222 Avg Close — Range —
Q3 2025
Shares 8,328 Value ($000) $227 Avg Close — Range —
Q2 2025
Shares 8,262 Value ($000) $219 Avg Close — Range —
Q1 2025
Shares 15,522 Value ($000) $434 Avg Close — Range —
Q4 2024
Shares 15,397 Value ($000) $421 Avg Close — Range —
Q4 2019
Shares 3,892 Value ($000) $225 Avg Close — Range —