Triton Wealth Management, Pllc Schwab Strategic Tr Us Large C Transaction History
Triton Wealth Management, Pllc
- $217 Million
- Q2 2025
A detailed history of Triton Wealth Management, Pllc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Triton Wealth Management, Pllc holds 1,611,594 shares of SCHG stock, worth $48.7 Million. This represents 21.68% of its overall portfolio holdings.
Number of Shares
1,611,594
Previous 1,283,917
25.52%
Holding current value
$48.7 Million
Previous $35.8 Million
31.56%
% of portfolio
21.68%
Previous 19.2%
Shares
20 transactions
Others Institutions Holding SCHG
# of Institutions
1,562Shares Held
760MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.46 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$744 Million0.25% of portfolio