Coppell Advisory Solutions LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.

Quarter-by-quarter ownership
Coppell Advisory Solutions LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$179
-99.9%
4
-99.9%
0.00%
-100.0%
Q2 2023$211,924
-27.4%
4,144
-33.1%
0.06%
-37.5%
Q1 2023$291,876
+162959.2%
6,193
+154725.0%
0.10%
Q4 2022$17940.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 2,185,199$108,932,16439.30%
HT Partners LLC 2,221,348$110,734,20233.09%
Socha Financial Group, LLC 995,743$49,637,78726.40%
Morton Brown Family Wealth, LLC 1,007,164$50,207,11125.67%
Strid Group, LLC 2,452,051$122,234,75025.55%
Members Advisory Group LLC 747,794$37,277,55424.08%
MYECFO, LLC 690,115$34,466,00523.90%
FREEDOM WEALTH ALLIANCE, LLC 270,045$13,461,74222.15%
Hanson & Doremus Investment Management 1,898,228$94,62719.52%
HENGEHOLD CAPITAL MANAGEMENT LLC 2,985,574$148,830,84419.42%
View complete list of SCHWAB STRATEGIC TR shareholders