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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
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

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HSA
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MGIA
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Northwestern Mutual Wealth Management
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return