SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 18,537 Value ($000) $499 Avg Close — Range —
Q3 2025
Shares 19,187 Value ($000) $505 Avg Close — Range —
Q2 2025
Shares 22,340 Value ($000) $546 Avg Close — Range —
Q1 2025
Shares 17,663 Value ($000) $390 Avg Close — Range —
Q4 2024
Shares 22,785 Value ($000) $528 Avg Close — Range —
Q2 2024
Shares 442 Value ($000) $28 Avg Close — Range —