Principle Wealth Partners LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Principle Wealth Partners LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$8,204,097
+6.8%
356,700
+11.2%
0.82%
+6.7%
Q2 2023$7,681,554
+16.7%
320,866
+15.2%
0.77%
+9.8%
Q1 2023$6,579,899
+32.5%
278,455
+25.7%
0.70%
+24.9%
Q4 2022$4,967,191221,5520.56%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
McCarthy Asset Management, Inc. 228,081$5,853,0004.02%
Danda Trouve Investment Management, Inc. 106,058$2,721,0003.08%
COWA, LLC 74,189$1,903,0000.96%
Bryn Mawr Capital Management, LLC 86,316$2,215,0000.84%
Financial Architects, Inc 120,328$3,088,0000.42%
CVA Family Office, LLC 60,961$1,564,0000.39%
Summit Asset Management, LLC 43,737$1,122,0000.32%
High Net Worth Advisory Group LLC 20,000$513,0000.18%
Collaborative Wealth Managment Inc. 9,818$252,0000.14%
MADDEN SECURITIES Corp 8,950$230,0000.11%
View complete list of SCHWAB STRATEGIC TR shareholders