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Disclosery

Triangle Securities Wealth Management: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triangle Securities Wealth Management on SCHX, newest first. How the timeline and the estimate are built.

Triangle Securities Wealth Management held 277,339 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277,339 shares
    Change vs previous 13F +8,694 shares

    1.62% of the 13F portfolio, value $8,162,092.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 268,645 shares
    Change vs previous 13F +9,781 shares

    1.56% of the 13F portfolio, value $6,888,057.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 258,864 shares
    Change vs previous 13F +1,845 shares

    1.47% of the 13F portfolio, value $6,966,027.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 257,019 shares
    Change vs previous 13F -6,889 shares

    1.53% of the 13F portfolio, value $6,769,879.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 263,908 shares
    Change vs previous 13F +199 shares

    1.59% of the 13F portfolio, value $6,449,919.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 263,709 shares
    Change vs previous 13F +7,221 shares

    1.5% of the 13F portfolio, value $5,822,693.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 256,488 shares
    Change vs previous 13F +172,229 shares

    1.52% of the 13F portfolio, value $5,945,381.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 84,259 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $5,716,977.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).