Charles Schwab Trust Co - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is and the CUSIP is 808524649. A total of 30 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Charles Schwab Trust Co ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$13,879,028
-3.8%
270,020
-2.6%
1.28%
-6.0%
Q1 2024$14,428,416
+119.8%
277,203
+122.2%
1.37%
+111.1%
Q4 2023$6,564,623
+50.7%
124,779
+42.0%
0.65%
+31.8%
Q3 2023$4,355,66087,8600.49%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
MYECFO, LLC 68,180$3,533,8382.57%
O'ROURKE & COMPANY, Inc 33,632$1,7431.22%
Wedmont Private Capital 115,778$5,989,8190.64%
TrinityPoint Wealth, LLC 24,817$1,286,2740.25%
Column Capital Advisors, LLC 13,876$719,2070.10%
Columbus Macro, LLC 4,754$246,4120.10%
Element Wealth, LLC 2,240$116,1010.08%
AdvisorNet Financial, Inc 10,365$537,2280.05%
Koshinski Asset Management, Inc. 6,592$341,6700.04%
Sequoia Financial Advisors, LLC 23,641$1,225,3270.02%
View complete list of SCHWAB STRATEGIC TR shareholders