A detailed history of Triton Wealth Management, Pllc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Triton Wealth Management, Pllc holds 30,884 shares of SCHD stock, worth $2.39 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
30,884
Previous 31,486 1.91%
Holding current value
$2.39 Million
Previous $2.4 Million 3.88%
% of portfolio
1.65%
Previous 1.54%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$75.25 - $80.63 $45,300 - $48,539
-602 Reduced 1.91%
30,884 $2.49 Million
Q4 2023

Jan 24, 2024

BUY
$66.9 - $76.32 $33,717 - $38,465
504 Added 1.63%
31,486 $2.4 Million
Q3 2023

Nov 14, 2023

SELL
$70.63 - $75.66 $655,658 - $702,351
-9,283 Reduced 23.05%
30,982 $2.19 Million
Q2 2023

Aug 10, 2023

BUY
$69.18 - $73.94 $28,571 - $30,537
413 Added 1.04%
40,265 $2.92 Million
Q1 2023

Jun 26, 2023

SELL
$70.28 - $78.03 $194,956 - $216,455
-2,774 Reduced 6.51%
39,852 $2.92 Million
Q4 2022

Jan 25, 2023

BUY
$73.08 - $79.06 $16,296 - $17,630
223 Added 0.53%
42,626 $0
Q3 2022

Oct 12, 2022

BUY
N/A
383 Added 0.91%
42,403 $2.96 Million
Q2 2022

Aug 04, 2022

BUY
N/A
2,810 Added 7.17%
42,020 $3.12 Million
Q4 2021

Feb 07, 2022

SELL
N/A
-12,089 Reduced 23.57%
39,210 $3.11 Million
Q3 2021

Oct 26, 2021

SELL
N/A
-510 Reduced 0.98%
51,299 $3.94 Million
Q2 2021

Aug 13, 2021

BUY
N/A
45,831 Added 766.66%
51,809 $4.03 Million
Q1 2021

Apr 19, 2021

SELL
N/A
-228 Reduced 3.67%
5,978 $445,000
Q4 2020

Jan 19, 2021

SELL
N/A
-306 Reduced 4.7%
6,206 $396,000
Q3 2020

Oct 16, 2020

BUY
N/A
84 Added 1.31%
6,512 $368,000
Q2 2020

Jul 29, 2020

BUY
N/A
62 Added 0.97%
6,428 $348,000
Q1 2020

May 14, 2020

BUY
N/A
6,366 New
6,366 $319,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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