BALDWIN BROTHERS LLC/MA - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 672 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$66,153
+5.2%
893
+7.9%
0.01%0.0%
Q1 2024$62,911
-29.8%
828
-35.3%
0.01%
-28.6%
Q4 2023$89,658
+17.9%
1,279
+10.3%
0.01%0.0%
Q1 2023$76,0731,1600.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 884,548$65,527,54021.66%
Northern Capital Management, Inc. 400,547$29,672,49019.80%
HRC WEALTH MANAGEMENT, LLC 389,917$28,885,07619.78%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 907,154$67,600,05015.94%
Financial Advisors, LLC 899,034$66,600,44813.62%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 522,226$38,686,53813.17%
Dodds Wealth, LLC 444,887$32,935,00612.86%
Gemmer Asset Management LLC 1,337,883$99,110,36510.60%
MATHER GROUP, LLC. 11,127,954$845,501,97710.41%
Avantax Planning Partners, Inc. 4,020,474$297,836,7479.57%
View complete list of SCHWAB STRATEGIC TR shareholders