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Capstone Triton Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Capstone Triton Financial Group’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,258
Closed -$304K – 121
2026
Q1 		$304K Buy
+9,258
New +$316K 0.53% 40
2021
Q1 		– Sell
-5,094
Closed -$156K – 275
2020
Q4 		$156K Buy
+5,094
New +$148K 0.1% 133

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Northwestern Mutual Wealth Management
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SAG
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RIM
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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Morgan Stanley
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Capstone Triton Financial Group's SCHE Position: Q2 2026 in Review

Capstone Triton Financial Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026, closing a stake of 9,258 shares — an estimated $304K sold.

Capstone Triton Financial Group first reported a position in SCHE in Q4 2020 and held it in 2 quarters. The position peaked at $304K in Q1 2026. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Capstone Triton Financial Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 9,258 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $304K.
  • Capstone Triton Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 2 quarters.
  • Capstone Triton Financial Group's Schwab Emerging Markets Equity ETF position peaked at $304K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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