Triad Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 19,187 shares of SCHX stock, worth $509,222. This represents 0.07% of its overall portfolio holdings.

Number of Shares
19,187
Previous 22,340 14.11%
Holding current value
$509,222
Previous $546 Million 7.44%
% of portfolio
0.07%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$24.46 - $26.5 $77,122 - $83,554
-3,153 Reduced 14.11%
19,187 $505 Million
Q2 2025

Jul 21, 2025
BUY
$19.6 - $24.44 $91,669 - $114,305
4,677 Added 26.48%
22,340 $546 Million
Q1 2025

May 14, 2025
SELL
$21.75 - $24.28 $111,403 - $124,362
-5,122 Reduced 22.48%
17,663 $390 Million
Q4 2024

Feb 06, 2025
BUY
$22.4 - $68.28 $510,383 - $1.56 Million
22,785 New
22,785 $528 Million
Q2 2024

Jul 18, 2024
BUY
$58.7 - $64.78 $25,945 - $28,632
442 New
442 $28.4 Million

Others Institutions Holding SCHX

# of Institutions
1,632
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email