Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,874,557
+$1,631,243 QoQ
Shares Held
20,316
+684.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#954
of 2,304 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRITONPOINT WEALTH, LLC holds $3,972,713 across 4 Capital Markets names. SCHW ranks #1 (47.2% of the industry book) .
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,874,557 | 20,316 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $243,314 | 2,589 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $224,797 | 2,250 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $267,220 | 2,799 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $245,253 | 2,688 | Shares | Sole | 2025-07-17 | |
| 2024-06-30 | $214,290 | 2,908 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $248,161 | 3,607 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||