Shakespeare Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Shakespeare Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$219,823
-4.7%
6,4730.0%0.08%
-2.5%
Q2 2023$230,762
+2.4%
6,4730.0%0.08%
-1.2%
Q1 2023$225,260
+8.0%
6,4730.0%0.08%
+3.9%
Q4 2022$208,4956,4730.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Leverty Financial Group, LLC 932,097$29,314,00027.32%
Global Strategic Investment Solutions, LLC 10,494,219$330,043,00023.75%
TimeScale Financial, Inc. 2,700,017$84,916,00023.28%
Guardian Financial Partners, LLC 479,538$15,081,00016.90%
Matrix Trust Co 1,878,398$59,076,00016.31%
ACT WEALTH MANAGEMENT, LLC 703,096$22,112,00014.46%
Evergreen Advisors, LLC 1,008,388$31,714,00012.77%
REGENTATLANTIC CAPITAL LLC 11,021,090$346,613,00011.42%
Riverpoint Wealth Management Holdings, LLC 896,934$28,209,00011.36%
Flower City Capital 360,691$11,344,00011.03%
View complete list of SCHWAB STRATEGIC TR shareholders