Triton Wealth Management, Pllc Schwab Strategic Tr Us Dividen Transaction History

Triton Wealth Management, Pllc

$186 Million
Q4 2024

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 104,342 shares of SCHD stock, worth $2.65 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

104,342

Previous 35,370 195.0%

Holding current value

$2.65 Million

Previous $2.99 Million 4.65%

% of portfolio

1.53%

Previous 1.71%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 18, 2025	BUY	$26.93 - $84.95 $1.86 Million - $5.86 Million	68,972 Added 195.0%	104,342 $2.85 Million
Q3 2024 Oct 04, 2024	BUY	$77.02 - $85.06 $3,311 - $3,657	43 Added 0.12%	35,370 $2.99 Million
Q2 2024 Aug 14, 2024	BUY	$75.81 - $80.15 $336,823 - $356,106	4,443 Added 14.39%	35,327 $2.75 Million
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	$67.16 - $79.06 $14,976 - $17,630	223 Added 0.53%	42,626 $0
Q3 2022 Oct 12, 2022	BUY	$66.43 - $77.87 $25,442 - $29,824	383 Added 0.91%	42,403 $2.96 Million
Q2 2022 Aug 04, 2022	BUY	$70.31 - $80.24 $197,571 - $225,474	2,810 Added 7.17%	42,020 $3.12 Million
Q4 2021 Feb 07, 2022	SELL	$74.93 - $80.86 $905,828 - $977,516	-12,089 Reduced 23.57%	39,210 $3.11 Million
Q3 2021 Oct 26, 2021	SELL	$74.23 - $78.13 $37,857 - $39,846	-510 Reduced 0.98%	51,299 $3.94 Million
Q2 2021 Aug 13, 2021	BUY	$73.32 - $77.65 $3.36 Million - $3.56 Million	45,831 Added 766.66%	51,809 $4.03 Million
Q1 2021 Apr 19, 2021	SELL	$63.23 - $73.67 $14,416 - $16,796	-228 Reduced 3.67%	5,978 $445,000
Q4 2020 Jan 19, 2021	SELL	$54.8 - $65.16 $16,768 - $19,938	-306 Reduced 4.7%	6,206 $396,000
Q3 2020 Oct 16, 2020	BUY	$50.37 - $58.54 $4,231 - $4,917	84 Added 1.31%	6,512 $368,000
Q2 2020 Jul 29, 2020	BUY	$43.56 - $56.5 $2,700 - $3,503	62 Added 0.97%	6,428 $348,000
Q1 2020 May 14, 2020	BUY	$39.5 - $59.28 $251,457 - $377,376	6,366 New	6,366 $319,000

Others Institutions Holding SCHD

# of Institutions

1,965

Shares Held

851M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Triton Wealth Management, Pllc Schwab Strategic Tr Us Dividen Transaction History