Sunbelt Securities, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sunbelt Securities, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$9,019
+2012.2%
280
+2053.8%
0.00%
Q2 2023$427
+1.2%
130.0%0.00%
Q1 2023$422
-99.9%
13
-99.9%
0.00%
-100.0%
Q1 2020$615,00020,5290.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
Morton Brown Family Wealth, LLC 350,099$11,290,7005.77%
ACT WEALTH MANAGEMENT, LLC 256,220$8,263,1005.55%
Strategic Financial Planning, Inc. 151,520$4,886,5184.50%
Johnson Financial Group, LLC 942,897$30,408,4284.34%
JFG Wealth Management, LLC 337,598$10,887,5363.56%
McAdam, LLC 1,314,252$42,384,6233.48%
Kathleen S. Wright Associates Inc. 152,948$4,932,5812.76%
Brand Asset Management Group, Inc. 165,042$5,322,6042.73%
Vise Technologies, Inc. 326,210$10,520,2772.59%
HORIZON FINANCIAL SERVICES, LLC 97,261$3,136,6702.52%
View complete list of SCHWAB STRATEGIC TR shareholders