WealthPLAN Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$35,087
-12.2%
712
-10.1%
0.01%0.0%
Q1 2023$39,9417920.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 724,715$35,677,71320.61%
KilterHowling LLC 292,813$14,415,18415.25%
Cornerstone Wealth Advisors, Inc. 584,433$28,771,63711.16%
BerganKDV Wealth Management, LLC 1,651,865$81,321,3308.81%
HC Advisors, LLC 227,349$11,192,3987.64%
Beacon Wealthcare LLC 245,386$12,080,3536.78%
WestHill Financial Advisors, Inc. 417,637$20,560,2706.57%
Charles Schwab Investment Advisory, Inc. 76,774,754$3,779,621,1386.37%
FLC Capital Advisors 379,692$18,692,2375.82%
Hilton Capital Management, LLC 808,578$39,7345.23%
View complete list of SCHWAB STRATEGIC TR shareholders