Milestone Investment Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Milestone Investment Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$168,659
-47.6%
7,333
-45.5%
0.05%
-52.0%
Q2 2023$322,065
-44.2%
13,453
-44.9%
0.10%
-43.8%
Q1 2023$577,423
+5.4%
24,4360.0%0.18%
-7.3%
Q4 2022$547,85524,4360.19%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
McCarthy Asset Management, Inc. 228,081$5,853,0004.02%
Danda Trouve Investment Management, Inc. 106,058$2,721,0003.08%
COWA, LLC 74,189$1,903,0000.96%
Bryn Mawr Capital Management, LLC 86,316$2,215,0000.84%
Financial Architects, Inc 120,328$3,088,0000.42%
CVA Family Office, LLC 60,961$1,564,0000.39%
Summit Asset Management, LLC 43,737$1,122,0000.32%
High Net Worth Advisory Group LLC 20,000$513,0000.18%
Collaborative Wealth Managment Inc. 9,818$252,0000.14%
MADDEN SECURITIES Corp 8,950$230,0000.11%
View complete list of SCHWAB STRATEGIC TR shareholders