Triad Wealth Partners, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$43.11 - $44.42 $24,270 - $25,008	563 New	563 $24.8 Million

Others Institutions Holding SCHI

# of Institutions

197

Shares Held

139M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

120M
Shares

$2.69 Billion
1.02% of portfolio
River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$93.5 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$83.9 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$49.7 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25.2 Million
0.03% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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