Triad Wealth Partners, LLC Schwab Strategic Tr Long Term Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
99Shares Held
14.7MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.74MShares$88.5 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$76.5 Million0.01% of portfolio
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Envestnet Asset Management Inc1.84MShares$59.4 Million0.02% of portfolio
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Mirae Asset Global Investments Co., Ltd.989KShares$32 Million0.15% of portfolio
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Sfmg, LLC636KShares$20.6 Million1.83% of portfolio