Triton Wealth Management, Pllc Schwab Strategic Tr Us Dividen Transaction History
Triton Wealth Management, Pllc
- $175 Million
- Q3 2024
A detailed history of Triton Wealth Management, Pllc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Triton Wealth Management, Pllc holds 35,370 shares of SCHD stock, worth $975,504. This represents 1.71% of its overall portfolio holdings.
Number of Shares
35,370
Previous 35,327
0.12%
Holding current value
$975,504
Previous $2.75 Million
8.81%
% of portfolio
1.71%
Previous 1.66%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio