Triad Wealth Partners, LLC's ownership history for SCHX

Triad Wealth Partners, LLC currently holds 18.5K shares with a market value of $498.8K. It started holding SCHX on 2024-12-31. At its peak, it held 22.8K shares on 2024-12-31. Its highest holding value was $546.0K on 2025-06-30. At its lowest, it held 17.7K shares on 2025-03-31, with a value of $390.0K on 2025-03-31. In the recent 180 days, Triad Wealth Partners, LLC has decreased its shares by 3.8K. In the recent year, Triad Wealth Partners, LLC has decreased its shares by 4.2K.