IEQ CAPITAL, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,479,350
-9.1%
30,891
-8.4%
0.03%
-33.3%
Q3 2022$1,628,000
-1.5%
33,728
+0.4%
0.04%
-10.0%
Q2 2022$1,653,000
+1.2%
33,608
+1.9%
0.05%
+28.2%
Q1 2022$1,633,00032,9700.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Pacific Sage Partners, LLC 1,355,672$66,143,24921.28%
Morningstar Investment Management LLC 2,060,262$100,52014.98%
Edgehill Endowment Partners, LLC 1,259,008$61,427,00312.27%
FLC Capital Advisors 675,279$32,946,84610.08%
Northeast Financial Group, Inc. 285,137$13,859,33410.00%
Altiora Financial Group, LLC 439,503$21,443,3359.89%
United Capital Management of KS, Inc. 520,018$25,371,6549.45%
Bell Investment Advisors, Inc 825,770$40,289,3369.43%
LOWERY THOMAS, LLC 175,148$8,545,4949.42%
Passive Capital Management, LLC. 438,663$21,402,3469.34%
View complete list of SCHWAB STRATEGIC TR shareholders