Shakespeare Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.2%.

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Quarter-by-quarter ownership
Shakespeare Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2018$596,000
-57.5%
11,853
-57.2%
0.46%
-63.2%
Q2 2018$1,401,000
+48.1%
27,673
+49.2%
1.25%
+52.6%
Q1 2018$946,000
-2.8%
18,544
-0.8%
0.82%
-10.6%
Q4 2017$973,000–18,691–0.92%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2017
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 584,917$25,870,87915.17%
Pinnacle Wealth Management, LLC 233,275$10,317,75312.52%
Pioneer Wealth Management Group 348,940$15,433,62311.76%
FINANCIAL LIFE ADVISORS 526,806$23,300,61810.03%
FFG RETIREMENT ADVISORS LLC 262,768$11,622,2299.64%
KilterHowling LLC 240,339$10,630,1869.36%
RATIONAL ADVISORS LLC 2,312,140$102,265,9529.26%
BlueSky Wealth Advisors, LLC 995,422$44,027,5179.00%
Waterford Advisors, LLC 347,825$15,384,3008.61%
Members Advisory Group LLC 276,811$12,243,4377.91%
View complete list of SCHWAB STRATEGIC TR shareholders