EXENCIAL WEALTH ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$306,030
-14.2%
6,390
-13.9%
0.02%
-6.2%
Q2 2023$356,6957,4220.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 405,662$20,453,00017.75%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 733,572$36,987,00013.52%
Corrigan Financial, Inc. 232,881$11,741,86210.89%
Smart Portfolios, LLC 199,229$10,045,00010.81%
Quantum Capital Management, LLC / NJ 377,789$19,048,0005.81%
SFMG, LLC 543,822$27,419,0005.69%
Carlton Hofferkamp & Jenks Wealth Management, LLC 160,464$8,090,0005.49%
JUNCTURE WEALTH STRATEGIES, LLC 178,394$8,995,0005.16%
PRING TURNER CAPITAL GROUP INC 94,510$4,765,0004.83%
Eagle Capital Management, LLC 152,153$7,672,0004.57%
View complete list of SCHWAB STRATEGIC TR shareholders