Triad Wealth Partners, LLC Schwab Strategic Tr Intl Eqty Transaction History
Triad Wealth Partners, LLC
- $322 Billion
- Q1 2025
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 195,032 shares of SCHF stock, worth $4.01 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
195,032
Previous 168,406
15.81%
Holding current value
$4.01 Million
Previous $3.12 Billion
23.82%
% of portfolio
1.2%
Previous 1.13%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,408Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.15 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$3.8 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.5 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.15 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.47 Billion11.16% of portfolio