Concord Wealth Partners Schwab Strategic Tr Intl Divid Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Concord Wealth Partners holds 2,337 shares of SCHY stock, worth $67,983. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,337
Previous 2,324 0.56%
Holding current value
$67,983
Previous $63,000 3.17%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$26.92 - $28.6 $349 - $371
13 Added 0.56%
2,337 $65,000
Q2 2025

Jul 25, 2025
BUY
$23.14 - $27.82 $416 - $500
18 Added 0.78%
2,324 $63,000
Q1 2025

May 02, 2025
BUY
$22.91 - $25.71 $160 - $179
7 Added 0.3%
2,306 $58,000
Q4 2024

Jan 23, 2025
BUY
$23.01 - $26.06 $391 - $443
17 Added 0.74%
2,299 $53,000
Q3 2024

Oct 24, 2024
BUY
$23.66 - $26.53 $780 - $875
33 Added 1.47%
2,282 $59,000
Q1 2024

Apr 30, 2024
BUY
$23.78 - $24.68 $53,481 - $55,505
2,249 New
2,249 $54,000

Others Institutions Holding SCHY

# of Institutions
155
Shares Held
12.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL DIVID

SCHY Quotes by TradingView
  • Ticker SCHY
  • Sector ETFs
  • Industry ETFs
More about SCHY
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email