Tritonpoint Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Tritonpoint Wealth, LLC
- $1.08 Trillion
- Q2 2025
A detailed history of Tritonpoint Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tritonpoint Wealth, LLC holds 58,650 shares of SCHX stock, worth $1.56 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
58,650
Previous 92,946
36.9%
Holding current value
$1.56 Million
Previous $2.05 Billion
30.15%
% of portfolio
0.13%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.5 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.17 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$959 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$894 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$879 Million9.79% of portfolio