Cape Investment Advisory, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.

Quarter-by-quarter ownership
Cape Investment Advisory, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$25,220,633
-6.0%
505,930
-2.5%
14.29%
-4.6%
Q2 2023$26,824,891
+8.2%
518,857
+0.1%
14.98%
-0.9%
Q1 2023$24,802,231518,33315.11%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 543,789$30,272,7447.99%
JUNCTURE WEALTH STRATEGIES, LLC 242,426$13,495,8676.13%
Beacon Wealthcare LLC 162,768$9,061,3174.36%
Curbstone Financial Management Corp 121,718$6,776,0411.54%
VERITY Wealth Advisors 18,696$1,040,8060.90%
Boltwood Capital Management 47,635$2,651,8400.88%
Modus Advisors, LLC 26,555$1,478,3420.60%
Aletheian Wealth Advisors LLC 11,379$633,4740.42%
First National Bank of Mount Dora, Trust Investment Services 27,313$1,520,5140.40%
Bartlett & Co. LLC 372,024$20,8000.34%
View complete list of SCHWAB STRATEGIC TR shareholders