Stillwater Investment Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
Stillwater Investment Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$805,283
+3.9%
19,205
+0.3%
0.22%
-1.4%
Q4 2022$775,420
+8.0%
19,141
+0.7%
0.22%
-1.4%
Q3 2022$718,000
-2.6%
19,002
+0.5%
0.22%
+1.8%
Q2 2022$737,00018,9140.22%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 311,153$15,803,00011.85%
Financial Management Professionals, Inc. 335,770$17,054,00011.54%
Sharkey, Howes & Javer 262,184$14,037,00010.82%
PIERSHALE FINANCIAL GROUP, INC. 278,070$14,123,00010.75%
VALENTINE VENTURES LLC 163,201$8,289,0009.32%
HBK Sorce Advisory LLC 538,866$27,369,0008.88%
Burt Wealth Advisors 127,354$6,468,0008.05%
Spectrum Management Group, LLC 223,235$11,338,0005.80%
WealthTrust-Arizona, LLC 168,055$8,536,0005.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 309,864$16,692,0005.08%
View complete list of SCHWAB STRATEGIC TR shareholders