IEQ CAPITAL, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$248,054
-18.4%
5,174
-16.1%
0.01%
-16.7%
Q2 2023$303,916
-2.1%
6,167
+0.2%
0.01%
-14.3%
Q1 2023$310,508
+2.5%
6,157
+0.1%
0.01%
-12.5%
Q4 2022$302,7976,1510.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 817,695$43,542,00024.71%
Verdad Advisers, LP 550,000$29,288,00023.99%
Morningstar Investment Management LLC 1,240,757$66,070,00012.19%
WestHill Financial Advisors, Inc. 426,226$22,697,0006.55%
Beacon Wealthcare LLC 248,324$13,223,0006.52%
BerganKDV Wealth Management, LLC 1,110,934$59,157,0006.33%
HC Advisors, LLC 179,430$9,555,0006.06%
Morton Brown Family Wealth, LLC 145,867$7,767,0005.87%
Seascape Capital Management 154,819$8,244,0004.28%
HARVEST GROUP WEALTH MANAGEMENT, LLC 133,556$7,112,0004.04%
View complete list of SCHWAB STRATEGIC TR shareholders