TW
SCHW

TritonPoint Wealth’s Charles Schwab SCHW Stock Holding History

TritonPoint Wealth’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87M Buy
20,316
+17,727
+685% +$1.62M 0.18% 101
2026
Q1 		$243K Buy
2,589
+339
+15% +$33.2K 0.03% 243
2025
Q4 		$225K Sell
2,250
-549
-20% -$52.1K 0.02% 256
2025
Q3 		$267K Buy
2,799
+111
+4% +$10.5K 0.02% 305
2025
Q2 		$245K Buy
+2,688
New +$225K 0.02% 310
2024
Q3 		– Sell
-2,908
Closed -$214K – 340
2024
Q2 		$214K Buy
+2,908
New +$215K 0.02% 307
2024
Q1 		– Sell
-3,607
Closed -$248K – 320
2023
Q4 		$248K Buy
+3,607
New +$208K 0.02% 302

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TritonPoint Wealth's SCHW Position: Q2 2026 in Review

TritonPoint Wealth increased its Charles Schwab (SCHW) stake by 685% in Q2 2026, buying an estimated $1.62M and bringing the position to 20,316 shares worth $1.87M. The position accounts for 0.18% of the portfolio, ranked #101.

TritonPoint Wealth first reported a position in SCHW in Q4 2023 and has held it in 7 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • TritonPoint Wealth held 20,316 shares of Charles Schwab worth $1.87M as of Q2 2026.
  • TritonPoint Wealth bought 17,727 Charles Schwab shares in Q2 2026, an estimated $1.62M.
  • Charles Schwab made up 0.18% of TritonPoint Wealth's portfolio in Q2 2026, its #101 holding.
  • TritonPoint Wealth first reported a position in Charles Schwab in Q4 2023 and has held it in 7 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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