Institute for Wealth Management, LLC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 121 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 0.91 and the average weighting 1.0%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2019$61,000
-97.4%
796
-97.8%
0.01%
-97.4%
Q4 2017$2,355,00036,484
+3648300.0%
0.54%
Q4 2013$0
-100.0%
1
-95.2%
0.00%
-100.0%
Q2 2013$1,000210.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2013
NameSharesValueWeighting ↓
AGILIS PARTNERS LLC 690,261$34,389,00031.11%
PLANNING ALTERNATIVES LTD /ADV 1,742,741$86,823,00018.64%
HT Partners LLC 560,966$27,947,00017.62%
Retirement Planning Group, LLC 939,067$46,784,00014.42%
FAS Wealth Partners, Inc. 529,480$26,379,00013.93%
HENGEHOLD CAPITAL MANAGEMENT LLC 768,781$38,301,00013.52%
KAYS FINANCIAL ADVISORY CORP /ADV 284,289$14,163,0009.59%
Apriem Advisors 466,936$23,263,0008.57%
Financial Management Professionals, Inc. 294,291$14,662,0008.10%
Destination Wealth Management 1,304,408$64,986,0006.58%
View complete list of SCHWAB STRATEGIC TR shareholders