EXENCIAL WEALTH ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 1 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,350,653
-16.5%
102,202
-13.0%
0.11%
-11.6%
Q2 2023$2,813,484117,5220.13%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Summit Asset Management, LLC 697,470$16,697,4324.40%
McCarthy Asset Management, Inc. 248,823$5,956,8224.06%
MAGNOLIA CAPITAL ADVISORS LLC 248,205$5,942,0282.98%
Kohmann Bosshard Financial Services, LLC 552,664$13,230,7652.28%
Souders Financial Advisors 405,890$9,716,9951.86%
Tradition Wealth Management, LLC 218,139$7,6920.90%
West Oak Capital, LLC 67,970$1,627,2020.79%
Principle Wealth Partners LLC 320,866$7,681,5540.77%
CAROLINAS WEALTH CONSULTING LLC 145,413$3,481,1980.69%
Charles Schwab Trust Co 220,378$5,141,4190.62%
View complete list of SCHWAB STRATEGIC TR shareholders