Integrated Wealth Concepts LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$354,316
-42.5%
19,961
-36.8%
0.01%
-45.5%
Q2 2023$616,360
+136262.8%
31,560
+36.1%
0.01%
+22.2%
Q1 2023$45223,1860.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Fund Evaluation Group, LLC 1,473,545$61,491,00010.15%
Premise Capital, LLC 313,250$13,072,0008.51%
AVALON CAPITAL MANAGEMENT 218,171$9,104,0008.32%
Invst, LLC 342,736$14,169,0007.22%
Financial Engines Advisors L.L.C. 8,695,689$362,826,0006.92%
HAYS ADVISORY LLC 240,931$10,054,0006.40%
MONEYWISE, INC. 176,344$7,359,0006.23%
Brand Asset Management Group, Inc. 188,699$7,874,0005.78%
Whitnell & Co. 351,114$14,652,0005.78%
Moisand Fitzgerald Tamayo, LLC 222,750$9,295,0005.17%
View complete list of SCHWAB STRATEGIC TR shareholders