ACORN FINANCIAL ADVISORY SERVICES INC /ADV - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.

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Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,048,444
-5.6%
31,300
+0.5%
0.19%
-5.1%
Q2 2023$1,110,472
+2.7%
31,150
+0.3%
0.20%
-6.2%
Q1 2023$1,080,910
+5.1%
31,061
-2.7%
0.21%
-3.7%
Q4 2022$1,028,099
+26.3%
31,919
+10.6%
0.22%
+12.4%
Q3 2022$814,000
+18.0%
28,849
+31.3%
0.19%
+18.3%
Q2 2022$690,000
-0.4%
21,974
+16.9%
0.16%
+18.0%
Q1 2022$693,000
-3.2%
18,794
+2.2%
0.14%
-2.8%
Q4 2021$716,000
+11.5%
18,383
+10.8%
0.14%
-28.1%
Q3 2021$642,000
+10.1%
16,595
+11.8%
0.20%
+15.7%
Q2 2021$583,000
-3.2%
14,848
-10.3%
0.17%
-27.1%
Q4 2020$602,000
+14.7%
16,554
-1.2%
0.24%
-14.2%
Q3 2020$525,000
-9.9%
16,747
-14.4%
0.28%
-32.3%
Q2 2020$583,000
+11.7%
19,556
-3.0%
0.41%
-21.3%
Q1 2020$522,000
-19.2%
20,159
+4.6%
0.52%
-4.8%
Q4 2019$646,000–19,266–0.54%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 1,261,994$42,857,31218.92%
Leverty Financial Group, LLC 763,759$25,940,19318.83%
Matrix Trust Co 1,973,036$67,00417.49%
ACT WEALTH MANAGEMENT, LLC 743,643$25,254,10216.95%
WEALTH MANAGEMENT RESOURCES, INC. 89,052$30,124,23614.56%
Evergreen Advisors, LLC 1,118,458$37,982,82613.70%
Koesten, Hirschmann & Crabtree, INC. 504,969$17,148,75313.44%
Paradigm, Strategies in Wealth Management, LLC 577,474$19,611,00412.50%
Riverpoint Wealth Management Holdings, LLC 1,046,418$35,536,34511.72%
Benchmark Financial Wealth Advisors, LLC 728,327$24,733,97511.62%
View complete list of SCHWAB STRATEGIC TR shareholders