Avidian Wealth Solutions, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 121 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 0.91 and the average weighting 1.0%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$805,623
-3.3%
16,161
+0.3%
0.06%
+3.6%
Q2 2023$832,881
+1.0%
16,110
-6.5%
0.06%
+22.2%
Q1 2023$824,886
+129.1%
17,239
+105.1%
0.04%
-86.4%
Q4 2013$360,0008,4040.33%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2013
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 1,129,226$80,198,00049.00%
HT Partners LLC 1,337,280$94,974,00039.98%
AGILIS PARTNERS LLC 715,045$50,782,00034.67%
Strid Group, LLC 1,118,778$79,456,00027.38%
Evensky & Katz LLC 2,798,721$198,765,00027.14%
Gainplan LLC 618,682$43,939,00026.36%
OGOREK ANTHONY JOSEPH /NY/ /ADV 451,677$32,078,00019.18%
SYM FINANCIAL Corp 400,827$28,467,00019.04%
Retirement Planning Group, LLC 1,238,304$87,944,00018.62%
Legacy Financial Strategies, LLC 285,067$20,693,00018.42%
View complete list of SCHWAB STRATEGIC TR shareholders