Corient Private Wealth LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,140,802
-4.5%
23,821
-4.1%
0.00%0.0%
Q2 2023$1,194,297
-1.8%
24,850
-0.3%
0.00%0.0%
Q1 2023$1,216,359
+7.4%
24,930
+287.1%
0.00%
-25.0%
Q4 2022$1,132,3956,4400.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
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