Stillwater Investment Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.

Quarter-by-quarter ownership
Stillwater Investment Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$823,562
+3.8%
12,138
+0.4%
0.22%
-1.8%
Q4 2022$793,535
+9.0%
12,095
+0.5%
0.22%0.0%
Q3 2022$728,000
-3.1%
12,034
+0.5%
0.22%
+1.4%
Q2 2022$751,00011,9790.22%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
INVESTMENT SECURITY GROUP INC /CO/ /ADV 778,384$53,070,00027.75%
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 450,833$30,738,00014.36%
Filbrandt Wealth Management, LLC 287,557$19,606,00012.53%
MONEYWISE, INC. 256,110$17,462,00012.49%
Newton One Investments LLC 183,859$12,535,00012.32%
Harbor Group, Inc. 213,596$15,232,00011.38%
Opal Wealth Advisors, LLC 131,577$8,971,00011.25%
Lighthouse Financial Advisors, Inc. 482,760$32,914,00011.16%
Northern Capital Management, Inc. 168,007$11,455,00011.15%
Northeast Financial Group, Inc. 205,514$14,011,91510.67%
View complete list of SCHWAB STRATEGIC TR shareholders