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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Triton Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.77% in Q1 2026, buying an estimated $359K and bringing the position to 1,506,784 shares worth $44.5M. The position accounts for 16.52% of the portfolio, ranked #1.

Triton Wealth Management first reported a position in SCHG in Q1 2020 and has held it in 24 quarters since. The position peaked at $54.2M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Triton Wealth Management held 1,506,784 shares of Schwab US Large-Cap Growth ETF worth $44.5M as of Q1 2026.
  • Triton Wealth Management bought 11,546 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $359K.
  • Schwab US Large-Cap Growth ETF made up 16.52% of Triton Wealth Management's portfolio in Q1 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 24 quarters since.
  • Triton Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $54.2M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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