Triton Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Buy	9,968 +1,616	+19%	+$55.6K	0.11%	91
2026 Q1	$262K	Sell	8,352 -1,829	-18%	-$58.2K	0.1%	102
2025 Q4	$323K	Sell	10,181 -1,033	-9%	-$30.8K	0.12%	86
2025 Q3	$331K	Sell	11,214 -309	-3%	-$8.99K	0.13%	82
2025 Q2	$333K	Buy	+11,523	New	+$304K	0.14%	81
2024 Q4	$447K	Sell	15,403 -5	-0%	-$142	0.23%	48
2024 Q3	$424K	Sell	15,408 -354	-2%	-$9.41K	0.24%	44
2024 Q2	$424K	Sell	15,762 -960	-6%	-$25.1K	0.25%	45
2024 Q1	$430K	Buy	16,722 +558	+3%	+$14.2K	0.3%	40
2023 Q4	$394K	Sell	16,164 -243	-1%	-$5.57K	0.26%	39
2023 Q3	$366K	Sell	16,407 -2,886	-15%	-$68.4K	0.25%	39
2023 Q2	$468K	Buy	19,293 +30	+0.2%	+$676	0.26%	40
2023 Q1	$444K	Sell	19,263 -435	-2%	-$10K	0.27%	38
2022 Q4	$459K	Sell	19,698 -441	-2%	-$9.66K	0.28%	37
2022 Q3	$433K	Sell	20,139 -12	-0.1%	-$268	0.26%	40
2022 Q2	$463K	Sell	20,151 -888	-4%	-$20.5K	0.33%	40
2022 Q1	$523K	Hold	21,039	–	–	0.27%	47
2021 Q4	$523K	Sell	21,039 -654	-3%	-$17.4K	0.27%	47
2021 Q3	$578K	Buy	21,693 +48	+0.2%	+$1.25K	0.28%	51
2021 Q2	$572K	Sell	21,645 -120	-0.6%	-$3.1K	0.33%	49
2021 Q1	$550K	Sell	21,765 -309	-1%	-$7.5K	0.37%	48
2020 Q4	$499K	Sell	22,074 -495	-2%	-$10.3K	0.32%	40
2020 Q3	$431K	Sell	22,569 -60	-0.3%	-$1.11K	0.36%	39
2020 Q2	$417K	Sell	22,629 -2,313	-9%	-$37.7K	0.43%	40
2020 Q1	$398K	Buy	+24,942	New	+$457K	0.64%	31

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Triton Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 19% in Q2 2026, buying an estimated $55.6K and bringing the position to 9,968 shares worth $352K. The position accounts for 0.11% of the portfolio, ranked #91.

Triton Wealth Management first reported a position in SCHM in Q1 2020 and has held it in 25 quarters since. The position peaked at $578K in Q3 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Triton Wealth Management held 9,968 shares of Schwab US Mid-Cap ETF worth $352K as of Q2 2026.
Triton Wealth Management bought 1,616 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $55.6K.
Schwab US Mid-Cap ETF made up 0.11% of Triton Wealth Management's portfolio in Q2 2026, its #91 holding.
Triton Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
Triton Wealth Management's Schwab US Mid-Cap ETF position peaked at $578K in Q3 2021.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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