DecisionPoint Financial, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 50 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
DecisionPoint Financial, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,323,883
-5.3%
78,765
-1.2%
1.74%
-5.0%
Q2 2023$3,510,433
+0.9%
79,692
+2.3%
1.83%
-9.0%
Q1 2023$3,478,069
+3.4%
77,905
-0.2%
2.01%
-1.8%
Q4 2022$3,365,20578,0792.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
VIVID FINANCIAL MANAGEMENT, INC. 132,514$6,806,0003.13%
Copperleaf Capital, LLC 56,352$2,894,0003.09%
Spectrum Planning & Advisory Services Inc. 56,310$2,892,0002.97%
CLIENT 1ST ADVISORY GROUP, LLC 90,893$4,669,0002.67%
Cooper Financial Group 195,137$10,023,0002.26%
Clearview Wealth Advisors LLC 65,460$3,362,0002.18%
Horst & Graben Wealth Management LLC 129,626$6,658,0002.10%
Charles Schwab Trust Co 162,576$8,363,0001.73%
FLC Capital Advisors 62,670$3,219,0001.01%
Austin Private Wealth, LLC 69,177$3,553,0000.94%
View complete list of SCHWAB STRATEGIC TR shareholders