Cape Investment Advisory, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cape Investment Advisory, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,450
-3.9%
1500.0%0.00%0.0%
Q2 2023$3,591
+1.3%
1500.0%0.00%0.0%
Q1 2023$3,5451500.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Summit Asset Management, LLC 677,464$16,008,4744.41%
McCarthy Asset Management, Inc. 246,021$5,813,4683.95%
MAGNOLIA CAPITAL ADVISORS LLC 258,070$6,098,1943.14%
Kohmann Bosshard Financial Services, LLC 535,549$12,650,8172.38%
Souders Financial Advisors 246,704$5,829,6161.24%
West Oak Capital, LLC 67,830$1,602,8230.81%
CAROLINAS WEALTH CONSULTING LLC 143,498$3,390,8480.72%
Principle Wealth Partners LLC 278,455$6,579,8990.70%
Tradition Wealth Management, LLC 154,330$5,2990.66%
Charles Schwab Trust Co 218,761$5,169,3220.62%
View complete list of SCHWAB STRATEGIC TR shareholders