Concord Wealth Partners - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$2,047
+5.1%
290.0%0.00%
-100.0%
Q1 2023$1,947
+3.8%
290.0%0.00%0.0%
Q4 2022$1,876
-6.2%
29
+3.6%
0.00%0.0%
Q2 2022$2,000
-60.0%
28
-53.3%
0.00%0.0%
Q1 2022$5,0000.0%60
+1.7%
0.00%0.0%
Q4 2021$5,000590.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
MONEYWISE, INC. 237,889$16,100,31210.10%
Newton One Investments LLC 217,434$14,715,9158.76%
FINANCIAL CONSULATE, INC 287,547$19,461,1858.59%
Mokosak Advisory Group, LLC 306,853$20,767,6058.44%
Legacy Wealth Management, Inc 1,371,043$92,792,2028.11%
Pillar Wealth Advisors, LLC 132,470$8,965,5477.76%
Noble Family Wealth, LLC 338,684$22,922,1347.73%
Northeast Financial Group, Inc. 185,664$12,565,7587.72%
HHM Wealth Advisors, LLC 574,019$38,849,6497.59%
Summit Financial Strategies, Inc. 586,293$39,680,2807.56%
View complete list of SCHWAB STRATEGIC TR shareholders