Corient Private Wealth LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 109 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
Corient Private Wealth LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$600,783
-3.7%
12,052
-0.1%
0.00%0.0%
Q2 2023$623,972
+8.1%
12,069
+0.0%
0.00%
-50.0%
Q1 2023$577,472
+6.8%
12,0680.0%0.00%0.0%
Q4 2022$540,75212,0680.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Opes Wealth Management LLC 164,791$7,350,0003.54%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 59,557$2,674,0001.78%
Leonard Rickey Investment Advisors P.L.L.C. 69,877$3,137,0001.43%
ADE, LLC 32,359$1,453,0001.17%
Red Door Wealth Management, LLC 30,371$1,364,0000.80%
HHM Wealth Advisors, LLC 50,651$2,274,0000.78%
Callan Capital, LLC 59,951$2,692,0000.55%
MorganRosel Wealth Management, LLC 14,304$642,0000.45%
BELLEVUE ASSET MANAGEMENT, LLC 14,747$694,0000.42%
Covenant Multifamily Offices, LLC 48,018$2,156,0000.38%
View complete list of SCHWAB STRATEGIC TR shareholders