Concord Wealth Partners's ownership history for SCHW

Concord Wealth Partners currently holds 1.7K shares with a market value of $158.2K. It started holding SCHW on 2024-09-30. At its peak, it held 2.0K shares on 2025-03-31. Its highest holding value was $158.2K on 2025-09-30. At its lowest, it held 1.6K shares on 2025-06-30, with a value of $129.5K on 2024-09-30. In the recent 180 days, Concord Wealth Partners has decreased its shares by 356. In the recent year, Concord Wealth Partners has decreased its shares by 341.