O'ROURKE & COMPANY, Inc - SCHWAB STRATEGIC TR ownership

Quarter-by-quarter ownership
O'ROURKE & COMPANY, Inc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,648
-5.5%
33,252
-1.1%
1.20%
-1.6%
Q2 2023$1,743
+37.6%
33,632
+39.0%
1.22%
+26.6%
Q1 2023$1,267
+7.4%
24,196
+5.2%
0.96%
+3.1%
Q4 2022$1,18023,0030.94%
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