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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
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

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