SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q1 2025
Shares 120 Value ($000) $3 Avg Close — Range —
Q4 2024
Shares 120 Value ($000) $3 Avg Close — Range —
Q3 2024
Shares 60 Value ($000) $3 Avg Close — Range —
Q2 2024
Shares 60 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 60 Value ($000) $3 Avg Close — Range —
Q4 2023
Shares 480 Value ($000) $23 Avg Close — Range —
Q3 2023
Shares 60 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 60 Value ($000) $3 Avg Close — Range —
Q1 2023
Shares 60 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 60 Value ($000) $3 Avg Close — Range —
Q2 2022
Shares 60 Value ($000) $3 Avg Close — Range —
Q1 2022
Shares 60 Value ($000) $3 Avg Close — Range —
Q4 2021
Shares 60 Value ($000) $3 Avg Close — Range —
Q3 2021
Shares 60 Value ($000) $3 Avg Close — Range —
Q2 2021
Shares 101 Value ($000) $5 Avg Close — Range —
Q1 2021
Shares 101 Value ($000) $5 Avg Close — Range —
Q4 2020
Shares 41 Value ($000) $2 Avg Close — Range —