Aveo Capital Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Aveo Capital Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$361,000
-30.8%
9,841
-26.7%
0.06%
-31.9%
Q4 2021$522,000
+16.5%
13,425
+15.9%
0.09%
+1.1%
Q3 2021$448,000
+43.6%
11,588
+46.7%
0.09%
+34.8%
Q2 2021$312,000
-8.8%
7,900
-13.1%
0.07%
-19.8%
Q1 2021$342,0009,0890.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 1,261,994$42,857,31218.92%
Leverty Financial Group, LLC 763,759$25,940,19318.83%
Matrix Trust Co 1,973,036$67,00417.49%
ACT WEALTH MANAGEMENT, LLC 743,643$25,254,10216.95%
WEALTH MANAGEMENT RESOURCES, INC. 89,052$30,124,23614.56%
Evergreen Advisors, LLC 1,118,458$37,982,82613.70%
Koesten, Hirschmann & Crabtree, INC. 504,969$17,148,75313.44%
Paradigm, Strategies in Wealth Management, LLC 577,474$19,611,00412.50%
Riverpoint Wealth Management Holdings, LLC 1,046,418$35,536,34511.72%
Benchmark Financial Wealth Advisors, LLC 728,327$24,733,97511.62%
View complete list of SCHWAB STRATEGIC TR shareholders