J.P. Morgan Private Wealth Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$613,553
-62.1%
26,676
-60.5%
0.00%
-75.0%
Q2 2023$1,618,709
-92.8%
67,615
-92.9%
0.01%
-83.3%
Q1 2023$22,432,999
+853.2%
949,344
+804.4%
0.05%
+860.0%
Q4 2022$2,353,405
-79.8%
104,969
-82.0%
0.01%
-83.3%
Q3 2022$11,640,000
-25.8%
581,685
-16.6%
0.03%
-25.0%
Q2 2022$15,689,000
+244.2%
697,602
+293.0%
0.04%
+300.0%
Q1 2022$4,558,000
+25.5%
177,486
+25.4%
0.01%
+25.0%
Q4 2021$3,633,000
+257.2%
141,575
+246.5%
0.01%
+300.0%
Q3 2021$1,017,000
+47.2%
40,853
+52.0%
0.00%0.0%
Q2 2021$691,00026,8700.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Summit Asset Management, LLC 705,878$16,235,1944.41%
McCarthy Asset Management, Inc. 231,890$5,333,4673.91%
Kohmann Bosshard Financial Services, LLC 572,694$13,171,9512.27%
Souders Financial Advisors 458,958$10,556,0232.03%
Tradition Wealth Management, LLC 223,117$7,4950.89%
Principle Wealth Partners LLC 356,700$8,204,0970.82%
West Oak Capital, LLC 66,365$1,5260.76%
CAROLINAS WEALTH CONSULTING LLC 130,800$2,933,1840.73%
HARBOUR INVESTMENT MANAGEMENT LLC 45,815$1,053,7450.60%
Charles Schwab Trust Co 231,865$5,332,8950.60%
View complete list of SCHWAB STRATEGIC TR shareholders