Triton Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Triton Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79M	Buy	55,398 +16,933	+44%	+$537K	0.55%	28
2026 Q1	$1.17M	Sell	38,465 -15,298	-28%	-$464K	0.44%	36
2025 Q4	$1.63M	Buy	53,763 +20,295	+61%	+$552K	0.61%	30
2025 Q3	$894K	Sell	33,468 -7,009	-17%	-$191K	0.34%	42
2025 Q2	$1.1M	Buy	+40,477	New	+$1.06M	0.47%	27
2024 Q4	$3.04M	Sell	104,342 -1,768	-2%	-$50.3K	1.56%	10
2024 Q3	$2.99M	Buy	106,110 +129	+0.1%	+$3.51K	1.7%	10
2024 Q2	$2.84M	Buy	105,981 +13,329	+14%	+$347K	1.66%	10
2024 Q1	$2.4M	Sell	92,652 -1,806	-2%	-$46.7K	1.66%	11
2023 Q4	$2.4M	Buy	94,458 +1,512	+2%	+$36K	1.58%	9
2023 Q3	$2.18M	Sell	92,946 -27,849	-23%	-$683K	1.47%	9
2023 Q2	$3.01M	Buy	120,795 +1,239	+1%	+$29.6K	1.69%	9
2023 Q1	$2.86M	Sell	119,556 -8,322	-7%	-$208K	1.76%	10
2022 Q4	$3.27M	Buy	127,878 +669	+0.5%	+$16.5K	1.99%	7
2022 Q3	$2.96M	Buy	127,209 +1,149	+0.9%	+$27.9K	1.76%	9
2022 Q2	$3.12M	Buy	126,060 +8,430	+7%	+$214K	2.19%	9
2022 Q1	$3.11M	Hold	117,630	–	–	1.61%	9
2021 Q4	$3.11M	Sell	117,630 -36,267	-24%	-$942K	1.61%	9
2021 Q3	$3.94M	Sell	153,897 -1,530	-1%	-$38.9K	1.88%	10
2021 Q2	$4.03M	Buy	155,427 +137,493	+767%	+$3.47M	2.3%	8
2021 Q1	$445K	Sell	17,934 -684	-4%	-$15.6K	0.3%	66
2020 Q4	$396K	Sell	18,618 -918	-5%	-$18.6K	0.25%	51
2020 Q3	$368K	Buy	19,536 +252	+1%	+$4.64K	0.31%	42
2020 Q2	$348K	Buy	19,284 +186	+1%	+$3.14K	0.36%	44
2020 Q1	$319K	Buy	+19,098	New	+$343K	0.52%	36

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Triton Wealth Management's SCHD Position: Q2 2026 in Review

Triton Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 44% in Q2 2026, buying an estimated $537K and bringing the position to 55,398 shares worth $1.79M. The position accounts for 0.55% of the portfolio, ranked #28.

Triton Wealth Management first reported a position in SCHD in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.03M in Q2 2021. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Triton Wealth Management held 55,398 shares of Schwab US Dividend Equity ETF worth $1.79M as of Q2 2026.
Triton Wealth Management bought 16,933 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $537K.
Schwab US Dividend Equity ETF made up 0.55% of Triton Wealth Management's portfolio in Q2 2026, its #28 holding.
Triton Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 25 quarters since.
Triton Wealth Management's Schwab US Dividend Equity ETF position peaked at $4.03M in Q2 2021.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.