CAROLINAS WEALTH CONSULTING LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$15,810
-41.2%
316
-38.4%
0.00%
-20.0%
Q2 2023$26,873
-1.4%
513
+1.0%
0.01%
-16.7%
Q1 2023$27,260
+3.5%
5080.0%0.01%0.0%
Q4 2022$26,335
+1.3%
508
+2.0%
0.01%
-14.3%
Q3 2022$26,000
-18.8%
498
-13.7%
0.01%
-12.5%
Q2 2022$32,000
-5.9%
577
+2.1%
0.01%0.0%
Q1 2022$34,000
-2.9%
565
+0.5%
0.01%0.0%
Q4 2021$35,0005620.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 49,267,823$3,079,731,000100.00%
NinePointTwo Capital LLC 1,713,470$107,109,00037.74%
Knowledge Leaders Capital, LLC 329,957$20,626,00013.80%
AllGen Financial Advisors, Inc. 235,677$14,732,16711.31%
Charles Schwab Investment Advisory, Inc. 90,703,478$5,669,874,0009.71%
Carolina Wealth Advisors, LLC 216,575$13,538,0009.12%
MONUMENTAL FINANCIAL GROUP INC. 166,973$10,437,0008.93%
SVB Investment Services Inc. 205,748$12,861,0008.58%
KEYSTONE WEALTH PARTNERS 223,796$13,989,0008.35%
LVW Advisors, LLC 695,048$43,447,0007.71%
View complete list of SCHWAB STRATEGIC TR shareholders