SHEETS SMITH WEALTH MANAGEMENT - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 471,405$14,260,0004.34%
Whitnell & Co. 250,711$7,584,0003.48%
Vigilant Capital Management, LLC 304,080$9,198,0002.25%
Courage Miller Partners, LLC 72,883$2,205,0001.87%
Charles Schwab Investment Advisory, Inc. 1,494,199$45,200,0001.68%
Madden Advisory Services, Inc. 51,672$1,563,0001.17%
Bouchey Financial Group Ltd 46,703$1,467,0001.03%
INTERACTIVE FINANCIAL ADVISORS, INC. 52,773$1,596,0000.94%
Avior Wealth Management, LLC 26,239$794,0000.75%
Retirement Planning Group, LLC 47,932$1,450,0000.52%
View complete list of SCHWAB STRATEGIC TR shareholders