Belpointe Asset Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 59 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$732,220
-14.5%
23,113
-2.0%
0.08%
-16.5%
Q2 2023$856,045
+3.3%
23,589
+6.6%
0.09%
+102.2%
Q1 2023$828,72822,1230.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Charles Schwab Trust Co 59,687$3,269,0000.78%
Clear Creek Financial Management, LLC 46,847$2,565,0000.50%
TrinityPoint Wealth, LLC 32,908$1,755,0000.42%
DOCK STREET ASSET MANAGEMENT INC 12,009$658,0000.14%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 21,600$1,183,0000.06%
FLOW TRADERS U.S. LLC 10,628$582,0000.04%
SeaCrest Wealth Management, LLC 4,623$253,0000.04%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 356,233$19,511,0000.01%
IMC-Chicago, LLC 88,912$4,870,0000.01%
Charles Schwab Investment Advisory, Inc. 11,182$613,0000.00%
View complete list of SCHWAB STRATEGIC TR shareholders