WINTRUST INVESTMENTS LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 384 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.94 and the average weighting 0.6%.

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 ↓
Almanack Investment Partners, LLC. 844,276$45,405,00012.84%
Tradewinds Capital Management, LLC 534,748$28,759,00010.54%
HARVEST GROUP WEALTH MANAGEMENT, LLC 186,575$10,034,0009.22%
Beacon Wealthcare, Inc 187,757$10,098,0008.20%
Invst, LLC 265,764$14,205,0007.12%
Swaine & Leidel Wealth Services, LLC 98,082$5,275,0006.67%
BerganKDV Wealth Management, LLC 572,417$30,785,0006.29%
Northwest Capital Management Inc 92,968$5,000,0006.03%
FLC Capital Advisors 232,831$12,522,0005.67%
55I, LLC 131,531$7,074,0005.61%
View complete list of SCHWAB STRATEGIC TR shareholders