SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 268,092 Value ($000) $6,445 Avg Close — Range —
Q3 2025
Shares 261,895 Value ($000) $6,097 Avg Close — Range —
Q2 2025
Shares 197,528 Value ($000) $4,365 Avg Close — Range —
Q1 2025
Shares 195,032 Value ($000) $3,858 Avg Close — Range —
Q4 2024
Shares 168,406 Value ($000) $3,116 Avg Close — Range —
Q3 2024
Shares 91,251 Value ($000) $3,752 Avg Close — Range —
Q2 2024
Shares 113,719 Value ($000) $4,369 Avg Close — Range —
Q1 2024
Shares 87,944 Value ($000) $3,432 Avg Close — Range —