Capital Asset Advisory Services LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$515,542
-2.1%
10,983
-1.3%
0.04%
-5.4%
Q2 2023$526,513
-2.7%
11,129
-2.2%
0.04%
-7.5%
Q1 2023$541,147
-7.1%
11,377
-8.5%
0.04%
-13.0%
Q4 2022$582,749–12,428–0.05%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 61,549$2,890,6292.29%
TAP Consulting, LLC 189,133$8,882,6552.29%
VAN STRUM & TOWNE INC. 46,467$2,179,6690.92%
Rosenberg Matthew Hamilton 55,919$2,626,2360.88%
CLIENT 1ST ADVISORY GROUP, LLC 27,822$1,306,6490.69%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 14,210$6670.53%
Jackson Creek Investment Advisors LLC 24,945$1,1720.50%
Crescent Sterling, Ltd. 8,140$382,2950.40%
Worth Asset Management, LLC 8,202$385,2070.31%
AlphaStar Capital Management, LLC 51,252$2,407,0710.30%
View complete list of SCHWAB STRATEGIC TR shareholders