Plante Moran Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q1 2021
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 344,050$17,054,54612.25%
Quantum Capital Management, LLC / NJ 579,803$28,741,0007.92%
MinichMacGregor Wealth Management, LLC 226,718$11,224,0007.40%
USAdvisors Wealth Management, LLC 204,832$10,154,0007.27%
Hilton Capital Management, LLC 874,144$43,331,0006.47%
Invst, LLC 229,185$11,347,0005.78%
Carlton Hofferkamp & Jenks Wealth Management, LLC 165,178$8,187,0005.02%
Allen Capital Group, LLC 297,613$14,753,0004.90%
JUNCTURE WEALTH STRATEGIES, LLC 184,289$9,135,0004.78%
Relaxing Retirement Coach 312,837$15,502,0004.65%
View complete list of SCHWAB STRATEGIC TR shareholders