Stratos Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 2 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$809,079
-9.7%
19,172
-5.7%
0.05%
-15.9%
Q2 2023$895,918
-20.2%
20,338
-4.8%
0.06%
-36.4%
Q2 2021$1,123,000
-64.5%
21,358
-65.4%
0.10%
-70.5%
Q1 2021$3,167,00061,6530.34%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Charles Schwab Investment Advisory, Inc. 101,715,661$4,292,400,8756.78%
Pinnacle Wealth Management Group, Inc. 130,107$5,490,5155.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 199,434$8,4163.32%
WestHill Financial Advisors, Inc. 237,259$10,012,3112.92%
Kaizen Financial Strategies 59,429$2,507,9042.12%
FFG RETIREMENT ADVISORS LLC 51,816$2,186,6351.81%
DecisionPoint Financial, LLC 78,765$3,323,8831.74%
Campbell Wealth Management 305,855$12,9071.57%
Horst & Graben Wealth Management LLC 123,785$5,223,7321.28%
Charles Schwab Trust Co 161,154$6,800,6990.77%
View complete list of SCHWAB STRATEGIC TR shareholders