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

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 192 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 1.21 and the average weighting 0.7%.

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 Q3 2016
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 338,449$6,609,9035.85%
Pioneer Wealth Management Group 317,504$6,200,8484.93%
Upper Left Wealth Management, LLC 176,799$3,452,8853.84%
Moisand Fitzgerald Tamayo, LLC 909,572$17,763,9443.63%
WEALTH MANAGEMENT RESOURCES, INC. 318,515$6,220,6003.62%
Cypress Point Wealth Management, LLC 172,872$3,376,1823.60%
Courage Miller Partners, LLC 401,282$7,837,0423.26%
RATIONAL ADVISORS LLC 1,962,413$38,325,9263.17%
Gunma Bank,Ltd. 221,000$4,3162.92%
Firestone Capital Management 439,086$8,755,3762.85%
View complete list of SCHWAB STRATEGIC TR shareholders