TW
SCHB icon

TritonPoint Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

TritonPoint Wealth’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$678K Hold
23,412
– – 0.07% 154
2026
Q1 		$588K Hold
23,412
– – 0.06% 158
2025
Q4 		$614K Sell
23,412
-458
-2% -$11.9K 0.06% 157
2025
Q3 		$614K Hold
23,870
– – 0.05% 200
2025
Q2 		$569K Buy
23,870
+2
+0% +$44 0.05% 198
2025
Q1 		$514K Buy
23,868
+260
+1% +$5.91K 0.05% 210
2024
Q4 		$536K Buy
23,608
+1
+0% +$23 0.05% 204
2024
Q3 		$521K Hold
23,607
– – 0.05% 206
2024
Q2 		$496K Buy
23,607
+195
+0.8% +$3.95K 0.05% 204
2024
Q1 		$453K Sell
23,412
-1,023
-4% -$19.8K 0.05% 211
2023
Q4 		$453K Buy
+24,435
New +$422K 0.04% 223

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

TritonPoint Wealth's SCHB Position: Q2 2026 in Review

TritonPoint Wealth held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 23,412 shares worth $678K. The position accounts for 0.07% of the portfolio, ranked #154.

TritonPoint Wealth first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • TritonPoint Wealth held 23,412 shares of Schwab US Broad Market ETF worth $678K as of Q2 2026.
  • TritonPoint Wealth left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.07% of TritonPoint Wealth's portfolio in Q2 2026, its #154 holding.
  • TritonPoint Wealth first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.