Gateway Wealth Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 644 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.

Quarter-by-quarter ownership
Gateway Wealth Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,654,936
-12.9%
52,584
-9.5%
0.48%
-12.1%
Q2 2023$3,047,204
-3.2%
58,120
-1.0%
0.54%
+12.6%
Q1 2023$3,148,308
-8.1%
58,727
-11.2%
0.48%
-17.8%
Q4 2022$3,426,81066,1680.59%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 32,290,969$2,030,779,00095.48%
NinePointTwo Capital LLC 2,368,378$148,947,00047.97%
Joseph Group Capital Management 252,975$15,910,00015.30%
Carolina Wealth Advisors, LLC 342,484$21,539,00012.17%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 230,798$14,518,00010.58%
RE Dickinson Investment Advisors, LLC 219,717$13,818,00010.48%
AllGen Financial Advisors, Inc. 209,304$13,163,1549.76%
Charles Schwab Investment Advisory, Inc. 97,963,022$6,160,894,0009.66%
SVB Investment Services Inc. 223,080$14,490,0009.63%
LOWERY THOMAS, LLC 215,829$13,573,0009.36%
View complete list of SCHWAB STRATEGIC TR shareholders