FirstPurpose Wealth LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.

Quarter-by-quarter ownership
FirstPurpose Wealth LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$804,600
-10.9%
16,801
-10.6%
0.35%
-10.3%
Q2 2023$903,336
+81.3%
18,796
+84.1%
0.39%
+57.3%
Q1 2023$498,243
+30.8%
10,212
+29.3%
0.25%
+15.5%
Q4 2022$380,951
-25.3%
7,897
-25.3%
0.21%
-36.6%
Q3 2022$510,000
-3.8%
10,574
-1.9%
0.34%
-5.6%
Q2 2022$530,000
-24.8%
10,776
-24.3%
0.36%
-35.3%
Q1 2022$705,000
+51.0%
14,236
+55.0%
0.55%
+87.7%
Q4 2021$467,0009,1850.29%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
IFS Advisors, LLC 372,342$17,961,79431.05%
Pacific Sage Partners, LLC 1,344,960$64,880,85821.54%
COLTON GROOME FINANCIAL ADVISORS, LLC 701,340$33,832,64216.59%
Edgehill Endowment Partners, LLC 1,334,197$64,361,66614.01%
Mount Lucas Management LP 744,029$35,891,95911.76%
Altiora Financial Group, LLC 435,348$21,001,17910.48%
Northeast Financial Group, Inc. 273,143$13,176,39610.44%
FLC Capital Advisors 683,931$32,992,83110.26%
United Capital Management of KS, Inc. 480,057$23,157,9439.56%
Passive Capital Management, LLC. 428,577$20,674,5619.41%
View complete list of SCHWAB STRATEGIC TR shareholders