Integrated Wealth Concepts LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 43 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$275,711
+24.8%
6,533
+51.8%
0.01%
-44.4%
Q1 2021$221,0004,3050.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
VIVID FINANCIAL MANAGEMENT, INC. 132,514$6,806,0003.13%
Copperleaf Capital, LLC 56,352$2,894,0003.09%
Spectrum Planning & Advisory Services Inc. 56,310$2,892,0002.97%
CLIENT 1ST ADVISORY GROUP, LLC 90,893$4,669,0002.67%
Cooper Financial Group 195,137$10,023,0002.26%
Clearview Wealth Advisors LLC 65,460$3,362,0002.18%
Horst & Graben Wealth Management LLC 129,626$6,658,0002.10%
Charles Schwab Trust Co 162,576$8,363,0001.73%
FLC Capital Advisors 62,670$3,219,0001.01%
Austin Private Wealth, LLC 69,177$3,553,0000.94%
View complete list of SCHWAB STRATEGIC TR shareholders