BARRETT & COMPANY, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 685 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.71 and the average weighting 1.0%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$382,260
-3.7%
7,5710.0%0.22%
-2.2%
Q2 2023$396,947
-2.2%
7,5710.0%0.23%
-10.5%
Q1 2023$405,881
+3.5%
7,5710.0%0.26%
-0.8%
Q4 2022$392,1020.0%7,5710.0%0.26%0.0%
Q3 2022$392,1027,5710.26%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 49,267,823$3,079,731,000100.00%
NinePointTwo Capital LLC 1,713,470$107,109,00037.74%
Knowledge Leaders Capital, LLC 329,957$20,626,00013.80%
AllGen Financial Advisors, Inc. 235,677$14,732,16711.31%
Charles Schwab Investment Advisory, Inc. 90,703,478$5,669,874,0009.71%
Carolina Wealth Advisors, LLC 216,575$13,538,0009.12%
MONUMENTAL FINANCIAL GROUP INC. 166,973$10,437,0008.93%
SVB Investment Services Inc. 205,748$12,861,0008.58%
KEYSTONE WEALTH PARTNERS 223,796$13,989,0008.35%
LVW Advisors, LLC 695,048$43,447,0007.71%
View complete list of SCHWAB STRATEGIC TR shareholders