SHEETS SMITH WEALTH MANAGEMENT - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 65 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$14,200
-98.2%
800
-96.9%
0.00%
-99.2%
Q3 2013$797,000
-3.6%
25,7910.0%0.26%
-7.8%
Q2 2013$827,000
+15.8%
25,791
+17.9%
0.28%
+16.1%
Q1 2013$714,00021,8670.24%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2013
NameSharesValueWeighting ↓
Matrix Trust Co 2,089,064$40,29810.20%
Strategic Financial Planning, Inc. 306,116$5,904,9695.72%
Pioneer Wealth Management Group 280,900$5,418,5695.10%
Cypress Point Wealth Management, LLC 164,314$3,169,6244.97%
WEALTH MANAGEMENT RESOURCES, INC. 297,911$5,746,7113.73%
RATIONAL ADVISORS LLC 2,295,446$44,279,1533.67%
Moisand Fitzgerald Tamayo, LLC 814,626$15,714,1383.58%
Upper Left Wealth Management, LLC 150,956$2,911,9413.44%
Courage Miller Partners, LLC 384,577$7,418,4953.42%
Firestone Capital Management 427,375$8,244,0653.06%
View complete list of SCHWAB STRATEGIC TR shareholders