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Triton Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Triton Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.2M Sell
1,465,478
-41,306
-3% -$1.37M 15.41% 1
2026
Q1 		$44.5M Buy
1,506,784
+11,546
+0.8% +$359K 16.52% 1
2025
Q4 		$46.8M Sell
1,495,238
-121,848
-8% -$3.96M 17.62% 1
2025
Q3 		$54.2M Buy
1,617,086
+5,492
+0.3% +$167K 20.61% 1
2025
Q2 		$48.4M Buy
+1,611,594
New +$42.6M 20.67% 1
2024
Q4 		$34.9M Buy
1,283,917
+413
+0% +$11.3K 17.96% 2
2024
Q3 		$33M Buy
1,283,504
+39,476
+3% +$993K 18.73% 2
2024
Q2 		$31.7M Buy
1,244,028
+12,612
+1% +$298K 18.54% 2
2024
Q1 		$27.5M Sell
1,231,416
-20,424
-2% -$452K 19.05% 2
2023
Q4 		$25.3M Buy
1,251,840
+11,796
+1% +$228K 16.6% 2
2023
Q3 		$23.2M Sell
1,240,044
-85,700
-6% -$1.61M 15.59% 2
2023
Q2 		$25.1M Buy
1,325,744
+68,440
+5% +$1.17M 14.13% 2
2023
Q1 		$22.8M Sell
1,257,304
-114,604
-8% -$1.74M 13.97% 2
2022
Q4 		$20M Sell
1,371,908
-332,572
-20% -$4.78M 12.16% 2
2022
Q3 		$25.1M Sell
1,704,480
-15,340
-0.9% -$240K 14.89% 2
2022
Q2 		$28.1M Buy
1,719,820
+486,676
+39% +$7.78M 19.8% 1
2022
Q1 		$45.3M Sell
1,233,144
-1,233,144
-50% -$22.5M 23.47% 1
2021
Q4 		$45.3M Buy
2,466,288
+30,056
+1% +$601K 23.47% 1
2021
Q3 		$47.4M Buy
2,436,232
+303,112
+14% +$5.77M 22.6% 1
2021
Q2 		$40.6M Buy
2,133,120
+98,712
+5% +$1.71M 23.18% 1
2021
Q1 		$34.1M Sell
2,034,408
-13,656
-0.7% -$222K 23.19% 1
2020
Q4 		$32.6M Buy
2,048,064
+278,848
+16% +$4.23M 20.78% 1
2020
Q3 		$25.7M Sell
1,769,216
-166,000
-9% -$2.31M 21.55% 1
2020
Q2 		$26M Buy
1,935,216
+596,744
+45% +$6.96M 26.92% 1
2020
Q1 		$15.3M Buy
+1,338,472
New +$15.3M 24.74% 1

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Triton Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.7% in Q2 2026, selling an estimated $1.37M and leaving 1,465,478 shares worth $50.2M. The position accounts for 15.41% of the portfolio, ranked #1.

Triton Wealth Management first reported a position in SCHG in Q1 2020 and has held it in 25 quarters since. The position peaked at $54.2M in Q3 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Triton Wealth Management held 1,465,478 shares of Schwab US Large-Cap Growth ETF worth $50.2M as of Q2 2026.
  • Triton Wealth Management sold 41,306 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.37M.
  • Schwab US Large-Cap Growth ETF made up 15.41% of Triton Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Triton Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Triton Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $54.2M in Q3 2025.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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