Wedmont Private Capital - SCHWAB STRATEGIC TR ownership

Quarter-by-quarter ownership
Wedmont Private Capital ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$5,540,104
-7.5%
112,619
-2.7%
0.56%
-13.2%
Q2 2023$5,989,819
+11.5%
115,778
+13.1%
0.64%
-9.0%
Q1 2023$5,372,378
+59.5%
102,326
+57.5%
0.71%
+40.7%
Q4 2022$3,369,14064,9660.50%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
MYECFO, LLC 85,060$4,216,8502.92%
O'ROURKE & COMPANY, Inc 33,252$1,6481.20%
Wedmont Private Capital 112,619$5,540,1040.56%
Charles Schwab Trust Co 87,860$4,355,6600.49%
Pallas Capital Advisors LLC 114,291$5,565,0350.34%
TrinityPoint Wealth, LLC 24,505$1,214,8270.24%
Balboa Wealth Partners 9,000$446,1750.17%
Column Capital Advisors, LLC 13,876$687,9030.10%
Columbus Macro, LLC 4,751$235,5310.10%
Gleason Group, Inc. 7,458$369,7300.10%
View complete list of SCHWAB STRATEGIC TR shareholders