SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,227 Value ($000) $1,321 Avg Close $94.74 Range $89.35 - $102.28
Q2 2024
Shares 103 Value ($000) $8 Avg Close $72.33 Range $67.90 - $77.95