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

195

Shares Held

19.4M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$91.7 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.3 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$48.8 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$24.7 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$12.7 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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