Mariner, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mariner, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$796,714
+21.2%
16,964
+22.0%
0.00%0.0%
Q2 2023$657,195
+92202.7%
13,903
-7.1%
0.00%0.0%
Q1 2023$712
+14.8%
14,969
+13.2%
0.00%0.0%
Q4 2022$620
-99.7%
13,222
+163.5%
0.00%
+100.0%
Q3 2022$232,0005,0170.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Copperleaf Capital, LLC 145,716$7,076,0006.28%
CLIENT 1ST ADVISORY GROUP, LLC 218,698$10,620,0005.19%
Kaizen Financial Strategies 70,899$3,443,0002.70%
FLC Capital Advisors 180,398$8,760,0002.46%
TAP Consulting, LLC 87,397$4,244,0001.11%
VAN STRUM & TOWNE INC. 42,627$2,070,0000.78%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 25,760$1,251,0000.77%
Midwest Heritage Bank, FSB 19,689$956,0000.75%
Financial Architects, Inc 98,444$4,780,0000.68%
Baldrige Asset Management LLC 32,807$1,593,0000.65%
View complete list of SCHWAB STRATEGIC TR shareholders