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 $51.2 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
$51.2 Million
            Previous $35.8 Million
            
        
           31.56%
        
      
          
        % of portfolio
21.68%
            Previous 19.2%
          
        Shares
	  20 transactions
	
  Others Institutions Holding SCHG
# of Institutions
1,633Shares Held
816MCall Options Held
606KPut Options Held
163K- 
    
      Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
- 
    
      Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
- 
    
      Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
- 
    
      Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
- 
    
      Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio