New England Capital Financial Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 52 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
New England Capital Financial Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$4,063
-0.3%
910.0%0.00%0.0%
Q4 2022$4,074910.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Charles Schwab Trust Co 15,607$816,0000.27%
Bangor Savings Bank 21,677$1,134,0000.18%
Kingsview Wealth Management, LLC 13,870$726,0000.07%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,877,398$98,245,0000.05%
InterOcean Capital, LLC 5,000$262,0000.02%
JANE STREET GROUP, LLC 394,348$20,636,0000.02%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 310$16,0000.01%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,060$840,0000.01%
Ranch Capital Advisors Inc. 100$5,0000.00%
TOTH FINANCIAL ADVISORY CORP 265$14,0000.00%
View complete list of SCHWAB STRATEGIC TR shareholders