SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

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

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

Q3 2023
Shares 69 Value ($000) $4 Avg Close — Range —
Q2 2023
Shares 69 Value ($000) $4 Avg Close — Range —
Q1 2023
Shares 68 Value ($000) $4 Avg Close — Range —
Q4 2022
Shares 68 Value ($000) $4 Avg Close — Range —
Q2 2022
Shares 67 Value ($000) $3 Avg Close — Range —
Q1 2022
Shares 67 Value ($000) $4 Avg Close — Range —
Q4 2021
Shares 67 Value ($000) $4 Avg Close — Range —