Plante Moran Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,676
-81.4%
35
-82.1%
0.00%
-100.0%
Q3 2022$9,000
-18.2%
196
-12.1%
0.00%
-33.3%
Q1 2021$11,000
+120.0%
223
+118.6%
0.00%
+50.0%
Q1 2020$5,000
-91.5%
102
-91.3%
0.00%
-88.9%
Q1 2019$59,0001,1770.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
IFS Advisors, LLC 372,342$17,961,79431.05%
Pacific Sage Partners, LLC 1,344,960$64,880,85821.54%
COLTON GROOME FINANCIAL ADVISORS, LLC 701,340$33,832,64216.59%
Edgehill Endowment Partners, LLC 1,334,197$64,361,66614.01%
Mount Lucas Management LP 744,029$35,891,95911.76%
Altiora Financial Group, LLC 435,348$21,001,17910.48%
Northeast Financial Group, Inc. 273,143$13,176,39610.44%
FLC Capital Advisors 683,931$32,992,83110.26%
United Capital Management of KS, Inc. 480,057$23,157,9439.56%
Passive Capital Management, LLC. 428,577$20,674,5619.41%
View complete list of SCHWAB STRATEGIC TR shareholders