Anchor Investment Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$56,532
+15.3%
2,299
+7.8%
0.01%0.0%
Q3 2023$49,036
+15.5%
2,132
+20.2%
0.01%
+20.0%
Q2 2023$42,470
+17.5%
1,774
+15.9%
0.01%0.0%
Q1 2023$36,1541,5300.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Summit Asset Management, LLC 677,464$16,008,4744.41%
McCarthy Asset Management, Inc. 246,021$5,813,4683.95%
MAGNOLIA CAPITAL ADVISORS LLC 258,070$6,098,1943.14%
Kohmann Bosshard Financial Services, LLC 535,549$12,650,8172.38%
Souders Financial Advisors 246,704$5,829,6161.24%
West Oak Capital, LLC 67,830$1,602,8230.81%
CAROLINAS WEALTH CONSULTING LLC 143,498$3,390,8480.72%
Principle Wealth Partners LLC 278,455$6,579,8990.70%
Tradition Wealth Management, LLC 154,330$5,2990.66%
Charles Schwab Trust Co 218,761$5,169,3220.62%
View complete list of SCHWAB STRATEGIC TR shareholders