WealthPLAN Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$200,554
+36.7%
9,684
+28.9%
0.02%0.0%
Q2 2023$146,747
+2.7%
7,514
+2.6%
0.02%
+31.2%
Q1 2023$142,8577,3260.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 597,749$24,585,00013.92%
Fund Evaluation Group, LLC 1,557,236$64,049,00010.25%
APPLETON GROUP, LLC 183,743$7,557,0008.12%
Financial Engines Advisors L.L.C. 4,573,795$188,125,0006.28%
MONEYWISE, INC. 191,393$7,872,0006.22%
MCIA Inc 152,286$6,264,0005.56%
Tiller Private Wealth, Inc. 155,950$6,414,0005.00%
Moisand Fitzgerald Tamayo, LLC 189,667$7,801,0004.75%
Whitnell & Co. 240,701$9,900,0004.32%
Northwest Quadrant Wealth Management, LLC 113,486$4,798,0003.59%
View complete list of SCHWAB STRATEGIC TR shareholders