Tri-Star Advisors Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Tri-Star Advisors Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$444,893
+5.2%
11,8860.0%0.22%
+1.9%
Q3 2022$423,000
-27.6%
11,886
-17.6%
0.22%
-23.8%
Q2 2022$584,00014,4310.28%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
SevenOneSeven Capital Management 75,441$2,807,1606.32%
Faithward Advisors, LLC 744,593$27,706,3066.28%
TOTAL INVESTMENT MANAGEMENT INC 848,227$31,774,5676.06%
Northwest Capital Management Inc 247,154$9,258,3964.49%
AVALON CAPITAL MANAGEMENT 209,038$7,830,5634.02%
Northern Capital Management, Inc. 105,047$3,935,0613.37%
Kaizen Financial Strategies 62,025$2,323,4572.29%
Barden Capital Management, Inc. 38,208$1,431,2721.37%
Clear Creek Financial Management, LLC 83,552$3,129,8580.59%
Stokes Family Office, LLC 113,879$4,265,9190.53%
View complete list of SCHWAB STRATEGIC TR shareholders