Advisors Asset Management, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$297,541
+69.0%
6,213
+69.6%
0.01%
+50.0%
Q2 2023$176,044
+134.0%
3,663
+137.5%
0.00%
+100.0%
Q1 2023$75,2341,5420.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Reliant Wealth Planning 724,182$36,824,00017.91%
Fund Evaluation Group, LLC 2,846,427$145,663,00015.73%
IFS Advisors, LLC 353,780$17,989,00012.64%
Passive Capital Management, LLC. 404,151$20,551,05411.64%
STRATEGIC WEALTH MANAGEMENT INC 457,418$23,260,00011.50%
Edgehill Endowment Partners, LLC 808,660$41,120,00011.41%
ASSET PLANNING CORPORATION 223,363$11,358,0009.72%
Traverso Chambers Private Wealth Management, LLC 614,306$31,237,0009.26%
Tradewinds Capital Management, LLC 1,051,636$53,476,0008.20%
STERLING INVESTMENT MANAGEMENT, LLC 247,159$12,568,0007.83%
View complete list of SCHWAB STRATEGIC TR shareholders