Schwab Strategic Tr intrm trm shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $138k | 2.8k | 49.05 |
| 2023-12-31 | $291k | 5.9k | 49.72 |
| 2023-09-30 | $281k | 5.9k | 47.94 |
| 2023-06-30 | $289k | 5.9k | 49.28 |
| 2023-03-31 | $219k | 4.3k | 50.43 |
| 2022-12-31 | $571k | 12k | 49.23 |
| 2022-09-30 | $3.9M | 80k | 49.13 |
| 2022-06-30 | $4.5M | 88k | 51.60 |
| 2022-03-31 | $4.9M | 92k | 53.25 |
| 2021-12-31 | $11M | 197k | 56.14 |
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