Colonial Trust Co / SC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 17 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Colonial Trust Co / SC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$40,392
-3.7%
8000.0%0.01%0.0%
Q2 2023$41,944
-83.9%
800
-83.5%
0.01%
-84.8%
Q1 2023$260,009
+3.5%
4,8500.0%0.07%
-4.3%
Q4 2022$251,182
-9.3%
4,850
-9.3%
0.07%
-21.6%
Q3 2022$277,0005,3500.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
FC Advisory LLC 125,330$6,542,2072.53%
Marotta Asset Management 225,433$11,767,6032.53%
CATALYST PRIVATE WEALTH, LLC 50,080$2,614,1761.23%
Curbstone Financial Management Corp 99,150$5,175,6301.18%
McLean Asset Management Corp 55,381$2,867,0551.08%
Pure Financial Advisors, LLC 592,787$30,943,4961.07%
Aletheian Wealth Advisors LLC 28,824$1,504,6001.00%
Arden Trust Co 111,455$5,817,9560.85%
Horizons Wealth Management 15,003$783,1570.51%
Walker Asset Management, LLC 12,462$650,5160.47%
View complete list of SCHWAB STRATEGIC TR shareholders