TritonPoint Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

TritonPoint Wealth’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$506K	Buy	17,403 +3	+0%	+$90	0.05%	171
2025 Q4	$496K	Sell	17,400 -94	-0.5%	-$2.65K	0.05%	174
2025 Q3	$488K	Buy	17,494 +6	+0%	+$160	0.04%	229
2025 Q2	$442K	Sell	17,488 -1,077	-6%	-$25.5K	0.04%	232
2025 Q1	$435K	Sell	18,565 -304	-2%	-$7.75K	0.04%	228
2024 Q4	$488K	Buy	18,869 +403	+2%	+$10.7K	0.04%	209
2024 Q3	$475K	Buy	18,466 +6	+0%	+$149	0.04%	215
2024 Q2	$439K	Sell	18,460 -3,240	-15%	-$76.8K	0.04%	215
2024 Q1	$390K	Buy	21,700 +5,204	+32%	+$122K	0.04%	230
2023 Q4	$390K	Buy	+16,496	New	+$348K	0.04%	241

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TritonPoint Wealth's SCHA Position: Q1 2026 in Review

TritonPoint Wealth increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.02% in Q1 2026, buying an estimated $90 and bringing the position to 17,403 shares worth $506K. The position accounts for 0.05% of the portfolio, ranked #171.

TritonPoint Wealth first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

TritonPoint Wealth held 17,403 shares of Schwab U.S Small- Cap ETF worth $506K as of Q1 2026.
TritonPoint Wealth bought 3 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $90.
Schwab U.S Small- Cap ETF made up 0.05% of TritonPoint Wealth's portfolio in Q1 2026, its #171 holding.
TritonPoint Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.