Triton Wealth Management, Pllc Schwab Strategic U.S. Mid Cap Transaction History
Triton Wealth Management, Pllc
- $186 Million
- Q4 2024
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 15,403 shares of SCHM stock, worth $403,096. This represents 0.23% of its overall portfolio holdings.
Number of Shares
15,403
Previous 5,136
199.9%
Holding current value
$403,096
Previous $426,000
-0.0%
% of portfolio
0.23%
Previous 0.24%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio