Triton Wealth Management, Pllc Schwab Strategic Tr Us Large C Transaction History
Triton Wealth Management, Pllc
- $186 Million
- Q4 2024
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 1,283,917 shares of SCHG stock, worth $37.3 Million. This represents 19.2% of its overall portfolio holdings.
Number of Shares
1,283,917
Previous 320,876
300.13%
Holding current value
$37.3 Million
Previous $33.4 Million
7.04%
% of portfolio
19.2%
Previous 19.11%
Shares
19 transactions
Others Institutions Holding SCHG
# of Institutions
1,516Shares Held
743MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.4 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.2 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.18 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.11 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$716 Million0.25% of portfolio