Focused Wealth Management, Inc - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2018$764,000
+352.1%
15,102
+348.9%
0.26%
+350.0%
Q3 2018$169,000
-89.1%
3,364
-89.0%
0.06%
-89.2%
Q2 2018$1,554,000
+1216.9%
30,689
+1226.2%
0.54%
+1318.4%
Q1 2018$118,0002,3140.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2018
NameSharesValueWeighting ↓
ZynergyRetirementPlanningLLC 543,450$24,770,45118.96%
Rockbridge Investment Management, LCC 2,585,131$117,830,27816.70%
THEORY FINANCIAL LLC 589,729$26,879,84812.70%
KilterHowling LLC 379,782$17,310,47911.79%
Tenret Co LLC 351,642$16,027,84211.10%
Total Wealth Planning, LLC 1,432,849$66,197,60510.86%
TSA Wealth Managment LLC 516,104$23,524,02010.02%
FINANCIAL LIFE ADVISORS 533,395$24,312,1449.87%
TruNorth Capital Management, LLC 623,215$28,406,1489.22%
Clearview Wealth Advisors LLC 207,099$9,439,5548.24%
View complete list of SCHWAB STRATEGIC TR shareholders