Triton Wealth Management, PLLC SCHD Holdings History
Triton Wealth Management, PLLC's Schwab US Dividend Equity ETF Holding Summary
As of 2024-12-31, Triton Wealth Management, PLLC held 104,342.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $3.04 Mil. This investment constitutes 1.58% of their stock portfolio, and Triton Wealth Management, PLLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q1. And since then Triton Wealth Management, PLLC has made 11 purchases of SCHD, at an average price of $49.44, for a total of 130,134.00 shares. In addition, there have been 7 sales at an average price of $75.40 for 25,792.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Triton Wealth Management, PLLC's estimated gain on his SCHD holdings is $-1.67 Mil, reflecting a -25.95% gain to date.
Triton Wealth Management, PLLC SCHD ($27.02) Holding Chart
Triton Wealth Management, PLLC SCHD ($27.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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