ARCADIA INVESTMENT MANAGEMENT CORP/MI - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.

Quarter-by-quarter ownership
ARCADIA INVESTMENT MANAGEMENT CORP/MI ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$599
-3.5%
120.0%0.00%
Q2 2023$621
+8.0%
120.0%0.00%
Q1 2023$575120.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 1,139,628$87,615,00049.66%
HT Partners LLC 1,337,239$102,807,00041.05%
Evensky & Katz LLC 2,667,314$205,063,00028.49%
AGILIS PARTNERS LLC 689,512$53,010,00028.27%
Strid Group, LLC 1,110,065$85,342,00027.11%
SYM FINANCIAL Corp 400,827$30,816,00020.36%
WT Wealth Management 334,605$25,724,00019.55%
Retirement Planning Group, LLC 1,232,004$94,716,00018.86%
Gainplan LLC 456,631$35,106,00018.48%
Summit Financial Strategies, Inc. 481,314$37,003,00018.10%
View complete list of SCHWAB STRATEGIC TR shareholders