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Schwab U S Small Cap ETF shares owned by Tritonpoint Wealth

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Tritonpoint Wealth from 13F filings

Historical chart of Tritonpoint Wealth investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Tritonpoint Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Tritonpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $390k 11k 35.91
2023-12-31 $390k 8.2k 47.24

More positions owned by Tritonpoint Wealth

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadstone Net Lease (BNL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Growth Etf (VUG)
Danaher Corporation (DHR)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Accenture Plc Ireland Shs Class A (ACN)
United Parcel Service CL B (UPS)
Mastercard Incorporated Cl A (MA)
Johnson & Johnson (JNJ)

View all positions for Tritonpoint Wealth

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Small Cap ETF