Corient Private Wealth LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 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 Q3 2023
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 23,598,169$1,316,778,00096.09%
NinePointTwo Capital LLC 2,108,962$117,680,00041.08%
Walker Financial Services, Inc. 666,453$37,188,10336.20%
LifeGuide Financial Advisors, LLC 459,969$25,666,00023.43%
Sensible Financial Planning & Management, LLC. 1,255,870$70,078,00017.68%
Carolina Wealth Advisors, LLC 377,694$21,075,00013.92%
Joseph Group Capital Management 227,443$12,691,00012.72%
Reitz Capital Advisors LLC 184,899$10,317,0009.24%
Matrix Trust Co 550,497$30,718,0008.48%
Wealth Management Solutions, LLC 268,473$14,981,0008.43%
View complete list of SCHWAB STRATEGIC TR shareholders