Wedmont Private Capital - SCHWAB STRATEGIC TR ownership

Back to all holdings Add to watchlist

SCHWAB STRATEGIC TR's ticker is and the CUSIP is 808524649.

Links
Filings
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$3,369,140–64,966–0.50%–
 Download
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
MYECFO, LLC 68,180$3,533,8382.57%
O'ROURKE & COMPANY, Inc 33,632$1,7431.22%
Wedmont Private Capital 115,778$5,989,8190.64%
TrinityPoint Wealth, LLC 24,817$1,286,2740.25%
Column Capital Advisors, LLC 13,876$719,2070.10%
Columbus Macro, LLC 4,754$246,4120.10%
Element Wealth, LLC 2,240$116,1010.08%
AdvisorNet Financial, Inc 10,365$537,2280.05%
Koshinski Asset Management, Inc. 6,592$341,6700.04%
Sequoia Financial Advisors, LLC 23,641$1,225,3270.02%
View complete list of SCHWAB STRATEGIC TR shareholders