Triton Wealth Management, Pllc Schwab Strategic Tr Us Dividen Transaction History
Triton Wealth Management, Pllc
- $239 Million
- Q3 2025
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 33,468 shares of SCHD stock, worth $911,668. This represents 0.38% of its overall portfolio holdings.
Number of Shares
33,468
Previous 40,477
17.32%
Holding current value
$911,668
Previous $1.07 Million
14.83%
% of portfolio
0.38%
Previous 0.49%
Shares
21 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio