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 724,715$35,677,71320.61%
KilterHowling LLC 292,813$14,415,18415.25%
Cornerstone Wealth Advisors, Inc. 584,433$28,771,63711.16%
BerganKDV Wealth Management, LLC 1,651,865$81,321,3308.81%
HC Advisors, LLC 227,349$11,192,3987.64%
Beacon Wealthcare LLC 245,386$12,080,3536.78%
WestHill Financial Advisors, Inc. 417,637$20,560,2706.57%
Charles Schwab Investment Advisory, Inc. 76,774,754$3,779,621,1386.37%
FLC Capital Advisors 379,692$18,692,2375.82%
Hilton Capital Management, LLC 808,578$39,7345.23%
View complete list of SCHWAB STRATEGIC TR shareholders