Legacy Capital Wealth Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
Legacy Capital Wealth Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$280,201
-3.0%
14,031
+0.5%
0.07%
-13.4%
Q4 2023$289,011
+18.0%
13,955
+1.2%
0.08%
+22.4%
Q3 2023$244,873
-7.4%
13,796
+1.8%
0.07%
-6.9%
Q1 2023$264,33113,5550.07%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Matrix Trust Co 1,116,896$52,684,00011.71%
PIERSHALE FINANCIAL GROUP, INC. 430,716$20,317,00011.49%
Q3 Asset Management 75,033$3,540,0008.82%
Invst, LLC 412,268$19,249,0008.67%
Fund Evaluation Group, LLC 899,283$42,419,0007.90%
Premise Capital, LLC 214,152$10,102,0007.50%
CITIZENS & NORTHERN CORP 268,261$12,654,0006.90%
MONEYWISE, INC. 164,861$7,777,0006.28%
Moisand Fitzgerald Tamayo, LLC 231,556$10,923,0005.91%
Brand Asset Management Group, Inc. 187,097$8,825,0005.85%
View complete list of SCHWAB STRATEGIC TR shareholders