Triad Wealth Partners, LLC Schwab Strategic Tr Intl Eqty Transaction History

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

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 168,406 shares of SCHF stock, worth $3.37 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

168,406

Previous 91,251 84.55%

Holding current value

$3.37 Million

Previous $3.75 Billion 16.97%

% of portfolio

1.13%

Previous 2.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$18.41 - $40.87 $1.42 Million - $3.15 Million	77,155 Added 84.55%	168,406 $3.12 Billion
Q3 2024 Oct 21, 2024	SELL	$36.98 - $41.55 $830,866 - $933,545	-22,468 Reduced 19.76%	91,251 $3.75 Billion
Q2 2024 Jul 18, 2024	BUY	$37.19 - $39.82 $958,572 - $1.03 Million	25,775 Added 29.31%	113,719 $4.37 Billion
Q1 2024 Apr 23, 2024	BUY	$35.71 - $39.11 $3.14 Million - $3.44 Million	87,944 New	87,944 $3.43 Billion

Others Institutions Holding SCHF

# of Institutions

1,372

Shares Held

1.42B

Call Options Held

38.7K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Triad Wealth Partners, LLC Schwab Strategic Tr Intl Eqty Transaction History