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Triad Wealth Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Triad Wealth Partners’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-280
Closed -$9.96K – 734
2024
Q2 		$9.96K Buy
+280
New +$9.98K 0.01% 454

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Triad Wealth Partners's SCHC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2024, closing a stake of 280 shares — an estimated $9.96K sold.

Triad Wealth Partners first reported a position in SCHC in Q2 2024 and held it in 1 quarter. The position peaked at $9.96K in Q2 2024. 392 funds tracked by Wall St. Rank hold SCHC as of Q3 2024.

  • Triad Wealth Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 280 Schwab International Small-Cap Equity ETF shares in Q3 2024, an estimated $9.96K.
  • Triad Wealth Partners first reported a position in Schwab International Small-Cap Equity ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Schwab International Small-Cap Equity ETF position peaked at $9.96K in Q2 2024.
  • 392 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.