Smith Salley Wealth Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 599 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
Smith Salley Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2019$329,000
+8.9%
12,0200.0%0.04%0.0%
Q3 2019$302,000
-4.1%
12,0200.0%0.04%
-8.5%
Q2 2019$315,00012,0200.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 971,884$21,770,00018.03%
Holistic Financial Partners 412,496$9,240,0009.15%
Your Advocates Ltd., LLP 610,529$13,676,0008.20%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 783,378$17,548,0006.78%
Heartwood Wealth Advisors LLC 1,540,742$34,513,0005.98%
Guardian Financial Partners, LLC 214,240$4,799,0005.56%
TimeScale Financial, Inc. 832,259$18,643,0005.41%
Upper Left Wealth Management, LLC 181,983$4,128,0005.36%
Radnor Financial Advisors, LLC 658,831$14,758,0005.19%
Strategic Financial Planning, Inc. 213,548$4,783,0004.98%
View complete list of SCHWAB STRATEGIC TR shareholders