Triad Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 26,096 shares of SCHD stock, worth $693,370. This represents 0.09% of its overall portfolio holdings.
Number of Shares
26,096Holding current value
$693,370% of portfolio
0.09%Shares
	  1 transactions
	
  Others Institutions Holding SCHD
# of Institutions
2,030Shares Held
841MCall Options Held
4.51MPut Options Held
2.75M- 
    
      Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
- 
    
      Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
- 
    
      Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio