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 ↓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,212,265$37,847,0004.02%
Brouwer & Janachowski, LLC 564,908$17,699,0003.86%
Peak Financial Management, Inc. 258,386$8,095,0003.27%
Moisand Fitzgerald Tamayo, LLC 131,240$4,112,0002.90%
Courage Miller Partners, LLC 128,979$4,041,0002.79%
Kohmann Bosshard Financial Services, LLC 99,007$3,102,0002.64%
Charles Schwab Investment Advisory, Inc. 13,310,022$417,003,0002.35%
McAdam, LLC 75,801$2,375,0002.23%
Retirement Planning Group, LLC 186,864$5,854,0001.78%
FINANCIAL CONSULATE, INC 87,546$2,743,0001.75%
View complete list of SCHWAB STRATEGIC TR shareholders