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Triton Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Triton Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$239K Sell
8,085
-867
-10% -$26K 0.09% 108
2025
Q4 		$270K Sell
8,952
-2,059
-19% -$58.1K 0.1% 96
2025
Q3 		$309K Sell
11,011
-3,714
-25% -$99.3K 0.12% 87
2025
Q2 		$386K Buy
+14,725
New +$348K 0.16% 75
2024
Q4 		$334K Sell
12,150
-4
-0% -$106 0.17% 64
2024
Q3 		$309K Sell
12,154
-7,078
-37% -$176K 0.18% 61
2024
Q2 		$491K Sell
19,232
-1,286
-6% -$30.5K 0.29% 41
2024
Q1 		$477K Buy
20,518
+6,382
+45% +$150K 0.33% 38
2023
Q4 		$323K Sell
14,136
-318
-2% -$6.7K 0.21% 47
2023
Q3 		$296K Buy
14,454
+8
+0.1% +$176 0.2% 48
2023
Q2 		$327K Buy
14,446
+38
+0.3% +$792 0.18% 51
2023
Q1 		$311K Sell
14,408
-200
-1% -$4.3K 0.19% 50
2022
Q4 		$317K Buy
14,608
+520
+4% +$10.7K 0.19% 57
2022
Q3 		$283K Buy
14,088
+36
+0.3% +$753 0.17% 55
2022
Q2 		$303K Buy
14,052
+6,776
+93% +$145K 0.21% 58
2022
Q1 		$336K Sell
7,276
-7,276
-50% -$172K 0.17% 68
2021
Q4 		$336K Sell
14,552
-700
-5% -$18.1K 0.17% 68
2021
Q3 		$393K Buy
15,252
+20
+0.1% +$508 0.19% 65
2021
Q2 		$388K Sell
15,232
-676
-4% -$17.3K 0.22% 72
2021
Q1 		$402K Sell
15,908
-228
-1% -$5.61K 0.27% 67
2020
Q4 		$360K Sell
16,136
-156
-1% -$3.11K 0.23% 56
2020
Q3 		$290K Sell
16,292
-32
-0.2% -$551 0.24% 56
2020
Q2 		$278K Sell
16,324
-1,332
-8% -$19.9K 0.29% 56
2020
Q1 		$259K Buy
+17,656
New +$300K 0.42% 48

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Triton Wealth Management's SCHA Position: Q1 2026 in Review

Triton Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 9.7% in Q1 2026, selling an estimated $26K and leaving 8,085 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #108.

Triton Wealth Management first reported a position in SCHA in Q1 2020 and has held it in 24 quarters since. The position peaked at $491K in Q2 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Triton Wealth Management held 8,085 shares of Schwab U.S Small- Cap ETF worth $239K as of Q1 2026.
  • Triton Wealth Management sold 867 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $26K.
  • Schwab U.S Small- Cap ETF made up 0.09% of Triton Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Triton Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 24 quarters since.
  • Triton Wealth Management's Schwab U.S Small- Cap ETF position peaked at $491K in Q2 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Triton Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.