Plante Moran Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 168 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,193
-98.3%
37
-98.3%
0.00%
-100.0%
Q4 2022$70,335
+6933.5%
2,235
+8177.8%
0.01%
Q3 2022$1,000
-88.9%
27
-88.3%
0.00%
-100.0%
Q1 2022$9,000
-25.0%
230
-19.0%
0.00%0.0%
Q4 2021$12,0000.0%2840.0%0.00%
-33.3%
Q3 2021$12,0000.0%2840.0%0.00%0.0%
Q2 2021$12,000
+9.1%
2840.0%0.00%0.0%
Q1 2021$11,000
-92.5%
284
-93.3%
0.00%
-94.1%
Q4 2019$146,000
+9.0%
4,2270.0%0.05%
+30.8%
Q3 2019$134,000
+13300.0%
4,227
+10209.8%
0.04%
Q4 2018$1,000
-83.3%
41
-76.4%
0.00%
-100.0%
Q3 2018$6,000
-40.0%
174
-35.8%
0.00%
-60.0%
Q1 2018$10,0000.0%2710.0%0.01%
-16.7%
Q4 2017$10,0000.0%2710.0%0.01%0.0%
Q3 2017$10,0002710.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2017
NameSharesValueWeighting ↓
Northwest Capital Management Inc 149,740$4,358,0006.12%
Apollon Wealth Management, LLC 204,046$6,448,0005.94%
Mokosak Advisory Group, LLC 253,542$7,383,0005.73%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 196,173$5,709,0004.52%
Relaxing Retirement Coach 421,563$12,268,0004.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,906,984$59,174,0003.74%
VALENTINE VENTURES LLC 102,680$2,988,0003.73%
SHINE INVESTMENT ADVISORY SERVICES INC 241,537$7,029,0003.47%
McAdam, LLC 268,927$7,826,0003.09%
Peak Financial Management, Inc. 199,095$5,794,0002.85%
View complete list of SCHWAB STRATEGIC TR shareholders