Asset Dedication, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 161 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$113,000
+2725.0%
2,245
+2510.5%
0.01%
+550.0%
Q4 2017$4,000
-97.1%
86
-96.8%
0.00%
-97.4%
Q1 2017$140,000
+536.4%
2,696
+529.9%
0.08%
+442.9%
Q4 2015$22,0004280.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2016
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 584,917$25,870,87915.17%
Pinnacle Wealth Management, LLC 233,275$10,317,75312.52%
Pioneer Wealth Management Group 348,940$15,433,62311.76%
FINANCIAL LIFE ADVISORS 526,806$23,300,61810.03%
FFG RETIREMENT ADVISORS LLC 262,768$11,622,2299.64%
KilterHowling LLC 240,339$10,630,1869.36%
RATIONAL ADVISORS LLC 2,312,140$102,265,9529.26%
BlueSky Wealth Advisors, LLC 995,422$44,027,5179.00%
Waterford Advisors, LLC 347,825$15,384,3008.61%
Members Advisory Group LLC 276,811$12,243,4377.91%
View complete list of SCHWAB STRATEGIC TR shareholders