GOULD ASSET MANAGEMENT LLC /CA/ - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 1.15 and the average weighting 0.6%.

Quarter-by-quarter ownership
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$319,023
+0.2%
16,3350.0%0.09%
-2.2%
Q1 2023$318,533
+1.8%
16,335
+0.7%
0.09%
-3.2%
Q4 2022$312,787
+11.3%
16,215
+145.9%
0.09%
-37.7%
Q3 2016$281,000
-13.5%
6,595
-15.9%
0.15%
-13.7%
Q1 2016$325,0007,8450.18%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2016
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