Baystate Wealth Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$1
-99.9%
380.0%0.00%
Q3 2022$1,0000.0%380.0%0.00%
Q2 2022$1,0000.0%380.0%0.00%
Q1 2022$1,000
-50.0%
38
-25.5%
0.00%
Q4 2018$2,000510.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 235,219$8,484,00010.24%
Mokosak Advisory Group, LLC 291,736$10,527,0007.73%
Northwest Capital Management Inc 147,217$5,310,0006.60%
Relaxing Retirement Coach 496,553$17,912,0005.53%
MCIA Inc 130,855$4,720,0004.61%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,000,158$72,745,0004.48%
Peak Financial Management, Inc. 203,014$7,323,0003.38%
MATHER GROUP, LLC. 955,651$34,470,0003.36%
McAdam, LLC 190,848$6,884,0002.80%
Courage Miller Partners, LLC 128,511$4,635,0002.75%
View complete list of SCHWAB STRATEGIC TR shareholders