Triad Wealth Partners, LLC Schwab Strategic Tr Intl Eqty Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 91,251 shares of SCHF stock, worth $1.76 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
91,251
Previous 113,719
19.76%
Holding current value
$1.76 Million
Previous $4.37 Billion
14.12%
% of portfolio
2.0%
Previous 2.29%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,268Shares Held
773MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.98 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.6 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.56 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.38 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$977 Million6.47% of portfolio