TWM
SCHV

Triton Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Triton Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,789
Closed -$276K – 77
2023
Q3 		$276K Sell
12,789
-21
-0.2% -$472 0.19% 52
2023
Q2 		$294K Buy
12,810
+2,511
+24% +$54.8K 0.17% 60
2023
Q1 		$226K Sell
10,299
-1,509
-13% -$33.5K 0.14% 67
2022
Q4 		$267K Buy
+11,808
New +$256K 0.16% 65

Other funds holding SCHV

Financial Engines Advisors
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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triton Wealth Management's SCHV Position: Q4 2023 in Review

Triton Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2023, closing a stake of 12,789 shares — an estimated $276K sold.

Triton Wealth Management first reported a position in SCHV in Q4 2022 and held it in 4 quarters. The position peaked at $294K in Q2 2023. 725 funds tracked by Wall St. Rank hold SCHV as of Q4 2023.

  • Triton Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Triton Wealth Management sold 12,789 Schwab US Large-Cap Value ETF shares in Q4 2023, an estimated $276K.
  • Triton Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 4 quarters.
  • Triton Wealth Management's Schwab US Large-Cap Value ETF position peaked at $294K in Q2 2023.
  • 725 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2023.

Based on Triton Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.