MONEY CONCEPTS CAPITAL CORP - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
MONEY CONCEPTS CAPITAL CORP ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$416,022
+41502.2%
8,624
+29637.9%
0.02%
Q3 2022$1,000
-99.8%
29
-99.7%
0.00%
-100.0%
Q1 2022$418,000
-7.5%
8,428
-4.3%
0.02%
-33.3%
Q1 2021$452,000
-9.4%
8,807
-9.2%
0.04%
-21.7%
Q4 2020$499,0009,7010.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Pacific Sage Partners, LLC 1,348,867$64,597,23219.43%
Morningstar Investment Management LLC 2,068,533$99,06214.82%
Northeast Financial Group, Inc. 364,913$17,475,69410.74%
Greenline Partners, LLC 1,125,630$56,399,76310.63%
United Capital Management of KS, Inc. 589,658$28,238,7389.61%
Altiora Financial Group, LLC 410,283$19,648,4329.12%
Traverso Chambers Private Wealth Management, LLC 629,147$30,129,8308.06%
ASSET PLANNING CORPORATION 208,249$9,973,0277.67%
LOWERY THOMAS, LLC 164,391$7,872,6807.53%
Courage Miller Partners, LLC 360,432$17,261,1037.08%
View complete list of SCHWAB STRATEGIC TR shareholders