Cerity Partners LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 103 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$491,906
-2.8%
20,8700.0%0.00%0.0%
Q1 2024$506,306
-1.3%
20,8700.0%0.00%
-50.0%
Q4 2023$513,193
+6.9%
20,8700.0%0.00%0.0%
Q3 2023$480,01020,8700.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Summit Asset Management, LLC 626,934$14,055,8604.07%
McCarthy Asset Management, Inc. 248,277$5,566,3803.88%
Kohmann Bosshard Financial Services, LLC 527,849$11,834,3752.36%
CAROLINAS WEALTH CONSULTING LLC 162,616$3,645,8580.82%
Charles Schwab Trust Co 242,528$5,437,4780.72%
Tradition Wealth Management, LLC 156,332$4,9720.70%
Financial Architects, Inc 155,886$3,494,9540.58%
Principle Wealth Partners LLC 221,552$4,967,1910.56%
Bryn Mawr Capital Management, LLC 216,905$4,863,0100.52%
COWA, LLC 34,835$781,2490.49%
View complete list of SCHWAB STRATEGIC TR shareholders