Triton Wealth Management, Pllc Schwab Strategic U.S. Mid Cap Transaction History

Triton Wealth Management, Pllc

  • $151 Million
  • Q1 2024

A detailed history of Triton Wealth Management, Pllc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Triton Wealth Management, Pllc holds 5,574 shares of SCHM stock, worth $431,037. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,574
Previous 5,388 3.45%
Holding current value
$431,037
Previous $405,000 11.85%
% of portfolio
0.3%
Previous 0.26%

Shares

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

Apr 25, 2024
BUY
$72.89 - $81.43 $13,557 - $15,145
186 Added 3.45%
5,574 $453,000
Q4 2023

Jan 24, 2024
SELL
$63.01 - $75.95 $5,103 - $6,151
-81 Reduced 1.48%
5,388 $405,000
Q3 2023

Nov 14, 2023
SELL
$66.75 - $73.98 $64,213 - $71,168
-962 Reduced 14.96%
5,469 $370,000
Q2 2023

Aug 10, 2023
BUY
$65.29 - $71.03 $652 - $710
10 Added 0.16%
6,431 $456,000
Q1 2023

Jun 26, 2023
SELL
$64.24 - $73.9 $9,314 - $10,715
-145 Reduced 2.21%
6,421 $435,000
Q4 2022

Jan 25, 2023
SELL
$64.3 - $69.94 $9,452 - $10,281
-147 Reduced 2.19%
6,566 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-4 Reduced 0.06%
6,713 $433,000
Q2 2022

Aug 04, 2022
SELL
N/A
-296 Reduced 4.22%
6,717 $463,000
Q4 2021

Feb 07, 2022
SELL
N/A
-218 Reduced 3.01%
7,013 $523,000
Q3 2021

Oct 26, 2021
BUY
N/A
16 Added 0.22%
7,231 $578,000
Q2 2021

Aug 13, 2021
SELL
N/A
-40 Reduced 0.55%
7,215 $572,000
Q1 2021

Apr 19, 2021
SELL
N/A
-103 Reduced 1.4%
7,255 $550,000
Q4 2020

Jan 19, 2021
SELL
N/A
-165 Reduced 2.19%
7,358 $499,000
Q3 2020

Oct 16, 2020
SELL
N/A
-20 Reduced 0.27%
7,523 $431,000
Q2 2020

Jul 29, 2020
SELL
N/A
-771 Reduced 9.27%
7,543 $417,000
Q1 2020

May 14, 2020
BUY
N/A
8,314 New
8,314 $398,000

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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