SevenOneSeven Capital Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 33 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
SevenOneSeven Capital Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,831,795
-53.9%
58,356
-50.2%
4.26%
-52.3%
Q2 2023$3,971,536
+41.5%
117,189
+55.3%
8.92%
+41.1%
Q1 2023$2,807,160
-3.3%
75,441
-8.5%
6.32%
+1.1%
Q4 2022$2,903,95282,4056.26%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Charles Schwab Trust Co 59,687$3,269,0000.78%
Clear Creek Financial Management, LLC 46,847$2,565,0000.50%
TrinityPoint Wealth, LLC 32,908$1,755,0000.42%
DOCK STREET ASSET MANAGEMENT INC 12,009$658,0000.14%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 21,600$1,183,0000.06%
FLOW TRADERS U.S. LLC 10,628$582,0000.04%
SeaCrest Wealth Management, LLC 4,623$253,0000.04%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 356,233$19,511,0000.01%
IMC-Chicago, LLC 88,912$4,870,0000.01%
Charles Schwab Investment Advisory, Inc. 11,182$613,0000.00%
View complete list of SCHWAB STRATEGIC TR shareholders