WMS Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$716,035
-11.8%
40,340
-3.0%
0.06%
-10.9%
Q2 2023$812,167
-15.6%
41,586
-15.8%
0.06%
-23.8%
Q1 2023$962,785
-0.3%
49,374
-1.4%
0.08%
-12.5%
Q4 2022$966,113
+247.5%
50,084
+236.4%
0.10%
+152.6%
Q3 2022$278,00014,8900.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 471,405$14,260,0004.34%
Whitnell & Co. 250,711$7,584,0003.48%
Vigilant Capital Management, LLC 304,080$9,198,0002.25%
Courage Miller Partners, LLC 72,883$2,205,0001.87%
Charles Schwab Investment Advisory, Inc. 1,494,199$45,200,0001.68%
Madden Advisory Services, Inc. 51,672$1,563,0001.17%
Bouchey Financial Group Ltd 46,703$1,467,0001.03%
INTERACTIVE FINANCIAL ADVISORS, INC. 52,773$1,596,0000.94%
Avior Wealth Management, LLC 26,239$794,0000.75%
Retirement Planning Group, LLC 47,932$1,450,0000.52%
View complete list of SCHWAB STRATEGIC TR shareholders