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Capstone Triton Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Capstone Triton Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Sell
7,362
-7,294
-50% -$204K 0.12% 98
2026
Q1 		$376K Buy
+14,656
New +$385K 0.66% 33
2021
Q1 		– Sell
-13,062
Closed -$198K – 274
2020
Q4 		$198K Buy
+13,062
New +$186K 0.12% 111

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HCM
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Capstone Triton Financial Group's SCHB Position: Q2 2026 in Review

Capstone Triton Financial Group reduced its Schwab US Broad Market ETF (SCHB) stake by 50% in Q2 2026, selling an estimated $204K and leaving 7,362 shares worth $213K. The position accounts for 0.12% of the portfolio, ranked #98.

Capstone Triton Financial Group first reported a position in SCHB in Q4 2020 and has held it in 3 quarters since. The position peaked at $376K in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Capstone Triton Financial Group held 7,362 shares of Schwab US Broad Market ETF worth $213K as of Q2 2026.
  • Capstone Triton Financial Group sold 7,294 Schwab US Broad Market ETF shares in Q2 2026, an estimated $204K.
  • Schwab US Broad Market ETF made up 0.12% of Capstone Triton Financial Group's portfolio in Q2 2026, its #98 holding.
  • Capstone Triton Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 3 quarters since.
  • Capstone Triton Financial Group's Schwab US Broad Market ETF position peaked at $376K in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.