Tritonpoint Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Tritonpoint Wealth, LLC

  • $1.05 Trillion
  • Q1 2025

A detailed history of Tritonpoint Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Tritonpoint Wealth, LLC holds 23,868 shares of SCHB stock, worth $542,280. This represents 0.05% of its overall portfolio holdings.

Number of Shares
23,868
Previous 23,608 1.1%
Holding current value
$542,280
Previous $536 Million 4.11%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$21.23 - $23.75 $5,519 - $6,175
260 Added 1.1%
23,868 $514 Million
Q4 2024

Jan 24, 2025
BUY
$22.01 - $66.82 $346,415 - $1.05 Million
15,739 Added 200.01%
23,608 $536 Million
Q2 2024

Aug 12, 2024
BUY
$57.57 - $63.3 $3,742 - $4,114
65 Added 0.83%
7,869 $496 Million
Q1 2024

Apr 25, 2024
SELL
$54.61 - $61.05 $18,622 - $20,818
-341 Reduced 4.19%
7,804 $453 Million
Q4 2023

Jan 24, 2024
BUY
$47.61 - $55.91 $387,783 - $455,386
8,145 New
8,145 $453 Million

Others Institutions Holding SCHB

# of Institutions
1,294
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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