Concord Wealth Partners - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,088
-4.6%
340.0%0.00%
Q2 2023$1,140
+0.7%
340.0%0.00%
Q1 2023$1,132
+7.1%
340.0%0.00%
Q4 2022$1,057
+5.7%
34
+3.0%
0.00%
Q2 2022$1,0000.0%330.0%0.00%
Q1 2022$1,0000.0%330.0%0.00%
Q4 2021$1,000330.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Radnor Financial Advisors, LLC 962,708$36,554,00013.30%
Morton Brown Family Wealth, LLC 193,692$7,354,0005.56%
Johnson Financial Group, LLC 746,604$28,349,0004.75%
Strategic Financial Planning, Inc. 149,918$5,692,0004.73%
Fortress Wealth Management, Inc. 150,906$5,730,0004.39%
Upper Left Wealth Management, LLC 107,519$4,107,0004.26%
Kathleen S. Wright Associates Inc. 148,047$5,621,0004.10%
ACT WEALTH MANAGEMENT, LLC 188,303$7,150,0004.07%
McAdam, LLC 936,410$35,555,0003.36%
Southern Wealth Management, LLP 267,768$10,167,0003.31%
View complete list of SCHWAB STRATEGIC TR shareholders