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 ↓
Pacific Sage Partners, LLC 1,348,867$64,597,23219.43%
Morningstar Investment Management LLC 2,068,533$99,06214.82%
Northeast Financial Group, Inc. 364,913$17,475,69410.74%
Greenline Partners, LLC 1,125,630$56,399,76310.63%
United Capital Management of KS, Inc. 589,658$28,238,7389.61%
Altiora Financial Group, LLC 410,283$19,648,4329.12%
Traverso Chambers Private Wealth Management, LLC 629,147$30,129,8308.06%
ASSET PLANNING CORPORATION 208,249$9,973,0277.67%
LOWERY THOMAS, LLC 164,391$7,872,6807.53%
Courage Miller Partners, LLC 360,432$17,261,1037.08%
View complete list of SCHWAB STRATEGIC TR shareholders