Pineridge Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Pineridge Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2024$17,303
-77.9%
513
-77.0%
0.01%
-76.9%
Q4 2023$78,4002,2350.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 719,061$25,339,71012.76%
TOTAL INVESTMENT MANAGEMENT INC 859,253$30,280,0917.37%
Faithward Advisors, LLC 850,189$29,960,6606.52%
SevenOneSeven Capital Management 82,405$2,903,9526.26%
Northwest Capital Management Inc 234,297$8,256,6414.39%
Kaizen Financial Strategies 40,694$1,531,3151.51%
Stokes Family Office, LLC 209,633$7,387,4760.95%
Clear Creek Financial Management, LLC 82,133$2,894,3760.64%
Tri-Star Advisors Inc. 11,886$444,8930.22%
Charles Schwab Trust Co 27,663$974,8440.13%
View complete list of SCHWAB STRATEGIC TR shareholders