PHILLIPS FINANCIAL MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$37,299
-2.8%
1,5580.0%0.00%0.0%
Q2 2023$38,374
+0.5%
1,5580.0%0.00%0.0%
Q1 2023$38,202
+3.6%
1,5580.0%0.00%0.0%
Q4 2022$36,878
+5.4%
1,5580.0%0.00%0.0%
Q3 2022$35,0001,5580.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
VALENTINE VENTURES LLC 966,669$25,365,00026.47%
Hamilton Capital, LLC 2,360,205$61,932,00021.39%
Pension Partners, LLC 601,523$15,784,329,00019.13%
COOPER/HAIMS ADVISORS, LLC 767,263$20,133,00012.51%
B & T Capital Management DBA Alpha Capital Management 1,161,562$30,479,00011.50%
Holistic Financial Partners 424,964$11,151,00011.11%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 446,030$11,704,00010.90%
Ironwood Wealth Management, LLC. 390,240$10,240,0007.84%
Northwest Capital Management Inc 236,814$6,214,0006.79%
MATHER GROUP, LLC. 3,145,798$82,546,0006.67%
View complete list of SCHWAB STRATEGIC TR shareholders