M&R CAPITAL MANAGEMENT INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.

Quarter-by-quarter ownership
M&R CAPITAL MANAGEMENT INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$9,361
+31.2%
452
+12.4%
0.00%0.0%
Q3 2023$7,136
-0.8%
402
+9.2%
0.00%0.0%
Q2 2023$7,191
+385.2%
368
+384.2%
0.00%
Q1 2023$1,482
+1.1%
760.0%0.00%
Q4 2022$1,466760.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 269,875$11,275,00011.20%
Fund Evaluation Group, LLC 1,633,682$68,255,00010.86%
HAYS ADVISORY LLC 301,443$12,594,0006.96%
Q3 Asset Management 143,943$6,007,0006.59%
MONEYWISE, INC. 183,016$7,646,0006.54%
Whitnell & Co. 350,288$14,635,0006.09%
Financial Engines Advisors L.L.C. 6,093,935$254,612,0006.05%
Brand Asset Management Group, Inc. 189,301$7,909,0006.04%
Moisand Fitzgerald Tamayo, LLC 222,165$9,282,0005.40%
Northwest Quadrant Wealth Management, LLC 164,078$6,855,0004.58%
View complete list of SCHWAB STRATEGIC TR shareholders