Syntegra Private Wealth Group, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.

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Quarter-by-quarter ownership
Syntegra Private Wealth Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$457,075
-12.3%
10,334
-8.5%
0.07%
-10.0%
Q2 2023$521,322
+2.8%
11,294
+4.4%
0.08%
-11.1%
Q1 2023$507,266
+37.3%
10,814
+33.6%
0.09%
+21.6%
Q4 2022$369,512–8,094–0.07%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 550,084$25,804,44015.48%
KilterHowling LLC 306,542$14,379,86514.03%
Tenret Co LLC 329,713$15,466,83713.73%
Pioneer Wealth Management Group 277,871$13,034,92611.60%
FFG RETIREMENT ADVISORS LLC 249,036$11,682,27910.00%
RATIONAL ADVISORS LLC 2,447,696$114,821,4199.38%
Members Advisory Group LLC 292,598$13,725,8378.87%
BlueSky Wealth Advisors, LLC 878,005$41,187,1978.52%
Horst & Graben Wealth Management LLC 704,902$33,067,0008.20%
Waterford Advisors, LLC 320,890$15,0538.15%
View complete list of SCHWAB STRATEGIC TR shareholders