Concord Wealth Partners - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 371 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. 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 Q2 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 278,202$10,198,0007.90%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 190,671$6,984,0006.05%
Tradewinds Capital Management, LLC 332,248$12,170,0005.94%
Northwest Capital Management Inc 131,981$4,834,0005.30%
Relaxing Retirement Coach 403,916$14,797,0004.81%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,668,358$63,514,0004.50%
Brouwer & Janachowski, LLC 588,657$21,563,0004.05%
Peak Financial Management, Inc. 536,174$19,640,0003.72%
MATHER GROUP, LLC. 898,815$32,924,0003.66%
Courage Miller Partners, LLC 128,863$4,720,0002.86%
View complete list of SCHWAB STRATEGIC TR shareholders