Triton Wealth Management, PLLC SCHG Holdings History
Triton Wealth Management, PLLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2024-12-31, Triton Wealth Management, PLLC held 1.28 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $34.88 Mil. This investment constitutes 18.13% of their stock portfolio, and Triton Wealth Management, PLLC now holds 0.09% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q1. And since then Triton Wealth Management, PLLC has made 11 purchases of SCHG, at an average price of $39.91, for a total of 1.78 Mil shares. In addition, there have been 7 sales at an average price of $68.23 for 495,360.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Triton Wealth Management, PLLC's estimated gain on his SCHG holdings is $974,331.86, reflecting a 1.37% gain to date.
Triton Wealth Management, PLLC SCHG ($29.74) Holding Chart
Triton Wealth Management, PLLC SCHG ($29.74) 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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