HOLLENCREST CAPITAL MANAGEMENT - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.

Quarter-by-quarter ownership
HOLLENCREST CAPITAL MANAGEMENT ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$60,052
+336.4%
2,261
+314.9%
0.00%
+200.0%
Q1 2024$13,761
+1.9%
5450.0%0.00%0.0%
Q4 2023$13,511
+3.6%
5450.0%0.00%0.0%
Q3 2023$13,047
-2.8%
5450.0%0.00%0.0%
Q2 2023$13,423
+0.4%
5450.0%0.00%0.0%
Q1 2023$13,363
+3.6%
5450.0%0.00%
-50.0%
Q4 2022$12,9005450.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 971,884$21,770,00018.03%
Holistic Financial Partners 412,496$9,240,0009.15%
Your Advocates Ltd., LLP 610,529$13,676,0008.20%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 783,378$17,548,0006.78%
Heartwood Wealth Advisors LLC 1,540,742$34,513,0005.98%
Guardian Financial Partners, LLC 214,240$4,799,0005.56%
TimeScale Financial, Inc. 832,259$18,643,0005.41%
Upper Left Wealth Management, LLC 181,983$4,128,0005.36%
Radnor Financial Advisors, LLC 658,831$14,758,0005.19%
Strategic Financial Planning, Inc. 213,548$4,783,0004.98%
View complete list of SCHWAB STRATEGIC TR shareholders