SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q3 2024
Shares 1 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 1,804 Value ($000) $88 Avg Close — Range —
Q1 2024
Shares 2,804 Value ($000) $138 Avg Close — Range —
Q4 2023
Shares 5,850 Value ($000) $291 Avg Close — Range —
Q3 2023
Shares 5,863 Value ($000) $281 Avg Close — Range —
Q2 2023
Shares 5,863 Value ($000) $289 Avg Close — Range —
Q1 2023
Shares 4,349 Value ($000) $219 Avg Close — Range —
Q4 2022
Shares 11,603 Value ($000) $571 Avg Close — Range —
Q3 2022
Shares 80,006 Value ($000) $3,931 Avg Close — Range —
Q2 2022
Shares 87,712 Value ($000) $4,526 Avg Close — Range —
Q1 2022
Shares 91,850 Value ($000) $4,891 Avg Close — Range —
Q4 2021
Shares 197,412 Value ($000) $11,083 Avg Close — Range —