Triad Wealth Partners, LLC Schwab Strategic Tr 1 5 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	$47.73 - $48.35 $95 - $96	2 New	2 $94,000

Others Institutions Holding SCHJ

# of Institutions

100

Shares Held

4.87M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.73M
Shares

$42.1 Million
0.02% of portfolio
Columbus Macro, LLC

193K
Shares

$4.7 Million
3.49% of portfolio
Envestnet Asset Management Inc

189K
Shares

$4.62 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

166K
Shares

$4.05 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

164K
Shares

$4.01 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR 1 - 5 YR C

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