McKinley Carter Wealth Services, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$7,838,429
-4.2%
230,814
+0.6%
0.62%
+1.6%
Q2 2023$8,182,871
-1.4%
229,534
-3.7%
0.61%
-5.4%
Q1 2023$8,295,947
+3.8%
238,389
-3.9%
0.65%
-4.1%
Q4 2022$7,988,798
+8.0%
248,022
-5.7%
0.68%
-1.6%
Q3 2022$7,395,000
-21.2%
262,882
-11.9%
0.69%
-17.2%
Q2 2022$9,388,000
-32.8%
298,512
-21.5%
0.83%
-24.0%
Q1 2022$13,971,000
-10.3%
380,486
-5.1%
1.09%
-5.9%
Q4 2021$15,580,000
+63.4%
400,821
+62.7%
1.16%
+48.8%
Q3 2021$9,533,000
-3.4%
246,327
-1.5%
0.78%
-4.3%
Q2 2021$9,867,000
+2.9%
250,119
-1.9%
0.82%
-0.5%
Q1 2021$9,593,000255,0040.82%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,467,429$77,897,00022.79%
Matrix Trust Co 1,941,519$60,964,00017.90%
SVB Investment Services Inc. 597,378$18,758,00015.90%
APPLETON GROUP, LLC 275,980$8,666,00013.57%
JBJ Investment Partners, LLC 1,550,230$48,677,00012.73%
Evergreen Advisors, LLC 855,063$26,849,00012.27%
Personal Capital Advisors Corp 49,196,217$1,544,761,00011.64%
Northwest Capital Management Inc 421,648$13,240,00010.96%
Adams Chetwood Wealth Management LLC 331,495$10,409,00010.02%
Callan Capital, LLC 1,371,168$43,055,0009.66%
View complete list of SCHWAB STRATEGIC TR shareholders