West Oak Capital, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 77 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
West Oak Capital, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,526
-99.9%
66,365
-2.4%
0.76%
-4.1%
Q2 2023$1,627,202
+1.5%
67,970
+0.2%
0.79%
-2.7%
Q1 2023$1,602,82367,8300.81%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
McCarthy Asset Management, Inc. 249,644$4,995,0003.91%
Summit Asset Management, LLC 550,704$11,020,0003.56%
Kohmann Bosshard Financial Services, LLC 540,788$10,821,0002.40%
Bryn Mawr Capital Management, LLC 161,174$3,225,0001.14%
Sharkey, Howes & Javer 200,526$4,013,0000.88%
CAROLINAS WEALTH CONSULTING LLC 145,728$2,916,0000.74%
Tradition Wealth Management, LLC 160,558$4,464,0000.67%
Financial Architects, Inc 161,699$3,236,0000.56%
COWA, LLC 36,930$739,0000.49%
HARBOUR INVESTMENT MANAGEMENT LLC 34,690$694,0000.43%
View complete list of SCHWAB STRATEGIC TR shareholders