Stone Point Wealth LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.

Quarter-by-quarter ownership
Stone Point Wealth LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$611,654
-6.9%
18,011
-2.3%
0.26%
-3.7%
Q2 2023$656,887
+76.0%
18,426
+71.8%
0.27%
+63.9%
Q1 2023$373,160
+15.0%
10,723
+6.5%
0.17%
+4.4%
Q4 2022$324,45110,0730.16%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,467,429$77,897,00022.79%
Matrix Trust Co 1,941,519$60,964,00017.90%
SVB Investment Services Inc. 597,378$18,758,00015.90%
APPLETON GROUP, LLC 275,980$8,666,00013.57%
JBJ Investment Partners, LLC 1,550,230$48,677,00012.73%
Evergreen Advisors, LLC 855,063$26,849,00012.27%
Personal Capital Advisors Corp 49,196,217$1,544,761,00011.64%
Northwest Capital Management Inc 421,648$13,240,00010.96%
Adams Chetwood Wealth Management LLC 331,495$10,409,00010.02%
Callan Capital, LLC 1,371,168$43,055,0009.66%
View complete list of SCHWAB STRATEGIC TR shareholders