SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q2 2023
Shares 29 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 29 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 29 Value ($000) $2 Avg Close — Range —
Q2 2022
Shares 28 Value ($000) $2 Avg Close — Range —
Q1 2022
Shares 60 Value ($000) $5 Avg Close — Range —
Q4 2021
Shares 59 Value ($000) $5 Avg Close — Range —