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

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$45.24 - $49.04 $34,744 - $37,662	768 New	768 $36.4 Million

Others Institutions Holding SCHA

# of Institutions

1,205

Shares Held

222M

Call Options Held

55.6K

Put Options Held

7.8K

Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$667 Million
2.22% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$582 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$362 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$277 Million
2.07% of portfolio
Envestnet Asset Management Inc

6.31M
Shares

$166 Million
0.05% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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