TritonPoint Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

TritonPoint Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.78M	Hold	60,465	–	–	0.17%	105
2026 Q1	$1.55M	Sell	60,465 -525	-0.9%	-$14.1K	0.17%	103
2025 Q4	$1.64M	Buy	60,990 +2,340	+4%	+$62.5K	0.17%	102
2025 Q3	$1.54M	Hold	58,650	–	–	0.13%	128
2025 Q2	$1.43M	Sell	58,650 -34,296	-37%	-$775K	0.13%	132
2025 Q1	$2.05M	Hold	92,946	–	–	0.2%	112
2024 Q4	$2.15M	Sell	92,946 -54	-0.1%	-$1.26K	0.2%	113
2024 Q3	$2.1M	Hold	93,000	–	–	0.19%	112
2024 Q2	$2M	Buy	93,000 +54	+0.1%	+$1.12K	0.19%	112
2024 Q1	$1.75M	Sell	92,946 -105	-0.1%	-$2.07K	0.18%	115
2023 Q4	$1.75M	Buy	+93,051	New	+$1.63M	0.17%	119

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

TritonPoint Wealth's SCHX Position: Q2 2026 in Review

TritonPoint Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 60,465 shares worth $1.78M. The position accounts for 0.17% of the portfolio, ranked #105.

TritonPoint Wealth first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.15M in Q4 2024. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

TritonPoint Wealth held 60,465 shares of Schwab US Large- Cap ETF worth $1.78M as of Q2 2026.
TritonPoint Wealth left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.17% of TritonPoint Wealth's portfolio in Q2 2026, its #105 holding.
TritonPoint Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Schwab US Large- Cap ETF position peaked at $2.15M in Q4 2024.
1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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