Corient Private Wealth LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,471,021
+40.7%
29,135
+46.1%
0.00%
+50.0%
Q2 2023$1,045,387
-8.4%
19,939
-6.4%
0.00%
-33.3%
Q1 2023$1,141,654
-37.7%
21,296
-58.4%
0.00%
-57.1%
Q4 2022$1,831,13951,2230.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 24,648,549$1,496,413,00092.91%
NinePointTwo Capital LLC 2,739,343$166,305,00044.98%
Walker Financial Services, Inc. 687,180$41,718,71438.30%
Carolina Wealth Advisors, LLC 354,702$21,534,00013.60%
Joseph Group Capital Management 211,679$12,851,00012.96%
LifeGuide Financial Advisors, LLC 252,709$15,342,00011.84%
Sensible Financial Planning & Management, LLC. 725,861$44,067,00011.78%
RE Dickinson Investment Advisors, LLC 242,169$14,702,0009.88%
Charles Schwab Investment Advisory, Inc. 97,234,136$5,903,084,0009.38%
SVB Investment Services Inc. 230,030$13,965,0008.66%
View complete list of SCHWAB STRATEGIC TR shareholders