WINTRUST INVESTMENTS LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
WINTRUST INVESTMENTS LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$214
-43.1%
4,469
-41.4%
0.02%
-42.1%
Q2 2023$376
-1.1%
7,623
+1.0%
0.04%
-20.8%
Q1 2023$380
+40.7%
7,545
+37.6%
0.05%
+37.1%
Q4 2022$2705,4830.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 159,490$8,550,0006.31%
JUNCTURE WEALTH STRATEGIES, LLC 115,546$6,194,0005.04%
Quantum Capital Management, LLC / NJ 158,007$8,471,0002.72%
Waverly Advisors, LLC 48,676$2,610,0001.60%
Frontier Wealth Management LLC 193,021$10,348,0001.59%
Charles Schwab Investment Advisory, Inc. 1,747,873$93,703,0001.45%
Twele Capital Management, Inc. 64,631$3,464,0000.98%
D. SCOTT NEAL, INC. 24,095$1,292,0000.89%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 49,925$2,676,0000.83%
Friedenthal Financial 16,097$863,0000.75%
View complete list of SCHWAB STRATEGIC TR shareholders