WealthPLAN Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2023
NameSharesValueWeighting ↓
Matrix Trust Co 2,011,870$50,075,00012.38%
Gunma Bank,Ltd. 126,000$3,136,0007.42%
Strategic Financial Planning, Inc. 314,632$7,831,0006.51%
Tradewinds Capital Management, LLC 1,557,898$38,776,0006.29%
RATIONAL ADVISORS LLC 3,556,777$88,528,0005.24%
Moisand Fitzgerald Tamayo, LLC 441,129$10,980,0005.00%
WEALTH MANAGEMENT RESOURCES, INC. 261,709$6,514,0004.50%
Cypress Point Wealth Management, LLC 168,758$4,200,0004.27%
Upper Left Wealth Management, LLC 154,040$3,914,0004.06%
Northwest Quadrant Wealth Management, LLC 576,045$14,551,0003.99%
View complete list of SCHWAB STRATEGIC TR shareholders