Steward Partners Investment Advisory, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 50 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$17,679
+36.3%
396
+31.6%
0.00%
Q4 2022$12,9733010.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
WestHill Financial Advisors, Inc. 184,800$9,646,0002.98%
Copperleaf Capital, LLC 49,105$2,563,0002.47%
Charles Schwab Trust Co 168,491$8,795,0001.73%
FLC Capital Advisors 38,148$1,991,0000.59%
CLIENT 1ST ADVISORY GROUP, LLC 17,928$936,0000.48%
VAN STRUM & TOWNE INC. 23,050$1,203,0000.47%
Ridgewood Investments LLC 6,625$346,0000.24%
TNF LLC 6,573$340,0000.15%
Teamwork Financial Advisors, LLC 7,234$378,0000.08%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,575,486$186,639,0000.06%
View complete list of SCHWAB STRATEGIC TR shareholders