Concord Wealth Partners Schwab Strategic Tr 5 10 Yr C Transaction History

Concord Wealth Partners

$710 Million
Q3 2025

A detailed history of Concord Wealth Partners transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Concord Wealth Partners holds 9,822 shares of SCHI stock, worth $225,120. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,822

Holding current value

$225,120

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 05, 2025	BUY	$22.45 - $23.2 $220,503 - $227,870	9,822 New	9,822 $226,000

Others Institutions Holding SCHI

# of Institutions

252

Shares Held

51.9M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

8.42M
Shares

$193 Million
3.56% of portfolio
Captrust Financial Advisors Raleigh, NC

7.46M
Shares

$171 Million
0.37% of portfolio
Envestnet Asset Management Inc

7.36M
Shares

$169 Million
0.05% of portfolio
Campbell Wealth Management

5.68M
Shares

$130 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.44M
Shares

$55.9 Million
0.02% of portfolio

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Concord Wealth Partners Schwab Strategic Tr 5 10 Yr C Transaction History