Schwab U S Broad Market ETF shares owned by Tritonpoint Wealth
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Tritonpoint Wealth
from 13F filings
Historical chart of Tritonpoint Wealth investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Tritonpoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by Tritonpoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $614k | 24k | 25.71 |
| 2025-06-30 | $569k | 24k | 23.83 |
| 2025-03-31 | $514k | 24k | 21.53 |
| 2024-12-31 | $536k | 24k | 22.70 |
| 2024-09-30 | $521k | 7.9k | 66.24 |
| 2024-06-30 | $496k | 7.9k | 63.07 |
| 2024-03-31 | $453k | 7.8k | 58.10 |
| 2023-12-31 | $453k | 8.1k | 55.67 |