Triangle Securities Wealth Management SCHM Holdings History
Triangle Securities Wealth Management's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Triangle Securities Wealth Management held 511,700.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $13.41 Mil. This investment constitutes 3.45% of their stock portfolio, and Triangle Securities Wealth Management now holds 0.13% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2017Q1. And since then Triangle Securities Wealth Management has made 20 purchases of SCHM, at an average price of $35.68, for a total of 562,904.00 shares. In addition, there have been 12 sales at an average price of $56.39 for 51,204.00 shares. Based on historical transaction data and SCHM's current price of $27.38, Triangle Securities Wealth Management's estimated gain on his SCHM holdings is $-3.18 Mil, reflecting a -15.86% gain to date.
Triangle Securities Wealth Management SCHM ($27.38) Holding Chart
Triangle Securities Wealth Management SCHM ($27.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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