Live Oak Investment Partners - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 17 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Live Oak Investment Partners ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$9,889,173
-6.3%
196,101
-2.5%
8.52%
-3.3%
Q2 2023$10,549,669
+4.0%
201,217
+6.3%
8.81%
-1.1%
Q1 2023$10,143,903
+23.5%
189,219
+19.3%
8.91%
+18.1%
Q4 2022$8,215,424158,6357.54%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
FC Advisory LLC 125,330$6,542,2072.53%
Marotta Asset Management 225,433$11,767,6032.53%
CATALYST PRIVATE WEALTH, LLC 50,080$2,614,1761.23%
Curbstone Financial Management Corp 99,150$5,175,6301.18%
McLean Asset Management Corp 55,381$2,867,0551.08%
Pure Financial Advisors, LLC 592,787$30,943,4961.07%
Aletheian Wealth Advisors LLC 28,824$1,504,6001.00%
Arden Trust Co 111,455$5,817,9560.85%
Horizons Wealth Management 15,003$783,1570.51%
Walker Asset Management, LLC 12,462$650,5160.47%
View complete list of SCHWAB STRATEGIC TR shareholders