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

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024

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 22,785 shares of SCHX stock, worth $518,130. This represents 0.19% of its overall portfolio holdings.

Number of Shares
22,785
Holding current value
$518,130
% of portfolio
0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,475
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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