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

Triton Wealth Management, Pllc

  • $239 Million
  • Q3 2025

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 11,214 shares of SCHM stock, worth $327,000. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,214
Previous 11,523 2.68%
Holding current value
$327,000
Previous $323,000 2.79%
% of portfolio
0.14%
Previous 0.15%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$28.15 - $30.13 $8,698 - $9,310
-309 Reduced 2.68%
11,214 $332,000
Q2 2025

Jul 28, 2025
SELL
$22.92 - $28.05 $88,929 - $108,834
-3,880 Reduced 25.19%
11,523 $323,000
Q4 2024

Mar 18, 2025
BUY
$27.54 - $83.04 $282,753 - $852,571
10,267 Added 199.9%
15,403 $426,000
Q3 2024

Oct 04, 2024
SELL
$75.47 - $83.18 $8,905 - $9,815
-118 Reduced 2.25%
5,136 $426,000
Q2 2024

Aug 14, 2024
SELL
$75.69 - $81.19 $24,220 - $25,980
-320 Reduced 5.74%
5,254 $408,000
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
$61.05 - $69.94 $8,974 - $10,281
-147 Reduced 2.19%
6,566 $0
Q3 2022

Oct 12, 2022
SELL
$60.5 - $72.51 $242 - $290
-4 Reduced 0.06%
6,713 $433,000
Q2 2022

Aug 04, 2022
SELL
$60.91 - $76.4 $18,029 - $22,614
-296 Reduced 4.22%
6,717 $463,000
Q4 2021

Feb 07, 2022
SELL
$76.01 - $83.39 $16,570 - $18,179
-218 Reduced 3.01%
7,013 $523,000
Q3 2021

Oct 26, 2021
BUY
$74.65 - $80.95 $1,194 - $1,295
16 Added 0.22%
7,231 $578,000
Q2 2021

Aug 13, 2021
SELL
$74.64 - $79.12 $2,985 - $3,164
-40 Reduced 0.55%
7,215 $572,000
Q1 2021

Apr 19, 2021
SELL
$67.07 - $76.85 $6,908 - $7,915
-103 Reduced 1.4%
7,255 $550,000
Q4 2020

Jan 19, 2021
SELL
$55.93 - $68.45 $9,228 - $11,294
-165 Reduced 2.19%
7,358 $499,000
Q3 2020

Oct 16, 2020
SELL
$51.99 - $58.83 $1,039 - $1,176
-20 Reduced 0.27%
7,523 $431,000
Q2 2020

Jul 29, 2020
SELL
$39.01 - $57.03 $30,076 - $43,970
-771 Reduced 9.27%
7,543 $417,000
Q1 2020

May 14, 2020
BUY
$35.83 - $62.24 $297,890 - $517,463
8,314 New
8,314 $398,000

Others Institutions Holding SCHM

# of Institutions
1,058
Shares Held
282M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Triton Wealth Management, Pllc Portfolio

Follow Triton Wealth Management, Pllc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triton Wealth Management, Pllc, based on Form 13F filings with the SEC.

News

Stay updated on Triton Wealth Management, Pllc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email