TritonPoint Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 2111167 CHEVY CHASE, MD

Position in SCHW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,330,740

+$194,293 QoQ

Shares Held

25,260

+11.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#887

of 2,304 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TritonPoint Partners, LLC holds $4,584,845 across 4 Capital Markets names. SCHW ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	25,260	$2,330,740
2	GS	Goldman Sachs Group Inc	1,100	$1,112,507
3	MS	Morgan Stanley	4,066	$849,956
4	MC	Moelis & Co	4,458	$291,642

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,330,740	25,260	+11.1%	Shares	Sole	2026-08-13
2026-03-31	$2,136,447	22,733	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.