M&R CAPITAL MANAGEMENT INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
M&R CAPITAL MANAGEMENT INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$11,783
+9.0%
1680.0%0.00%0.0%
Q3 2023$10,810
-3.7%
168
+0.6%
0.00%0.0%
Q2 2023$11,226
+2.5%
1670.0%0.00%0.0%
Q1 2023$10,951
-0.7%
1670.0%0.00%0.0%
Q4 2022$11,0251670.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 737,510$46,031,00021.97%
Northern Capital Management, Inc. 295,778$18,462,00017.97%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 643,350$40,158,00015.76%
Avantax Planning Partners, Inc. 5,043,942$314,843,00013.45%
BALLAST ADVISORS LLC 402,718$25,138,00011.30%
GenWealth Group, Inc. 489,488$30,554,0009.77%
MATHER GROUP, LLC. 6,813,154$425,277,0009.71%
Gemmer Asset Management LLC 988,564$61,706,0009.65%
IVC Wealth Advisors LLC 190,915$11,917,0009.22%
MARSHALL FINANCIAL GROUP INC /ADV 315,297$19,681,0008.94%
View complete list of SCHWAB STRATEGIC TR shareholders