WMS Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$592,965
-6.9%
14,316
-1.5%
0.05%
-6.0%
Q2 2023$636,848
+4.4%
14,540
-0.1%
0.05%
-5.7%
Q1 2023$610,078
-2.8%
14,550
-6.1%
0.05%
-14.5%
Q4 2022$627,536
+14.1%
15,491
+6.5%
0.06%
-17.3%
Q3 2022$550,00014,5480.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 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