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Schwab Strategic Tr shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $81k 3.1k 26.18

More positions owned by Concord Wealth Partners

NVIDIA Corporation (NVDA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ssga Active Tr St Str Black Etf (HYBL)
Spdr Series Trust St Shor Corp Etf (SPSB)
Spdr Series Trust St Inter Etf (SPTI)
Spdr Series Trust St Inter Bd Etf (SPIB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust ST STR P500GRW (SPYG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Midcap Divid (DON)
Broadcom (AVGO)
Spdr Index Shs Fds St S&p Intl Etf (DWX)

View all positions for Concord Wealth Partners

Top funds holding Schwab Strategic Tr

Toroso Investments
Cornerstone Enterprises
Jones Financial Companies, L.L
Charles Schwab Trust
Dahring | Cusmano
Huntington Asset Advisors
L2 Asset Management
Strategic Financial Planning
CFG Wealth Management Services
Principia Wealth Advisory
Summit Financial
Harbour Investments
Mma Asset Management
Mfg Wealth Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr