StrategIQ Financial Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$207,437
-35.2%
4,736
+11.9%
0.02%
-71.1%
Q4 2019$320,000
+8.5%
4,2320.0%0.08%0.0%
Q3 2019$295,000
+6.9%
4,232
+9.4%
0.08%
+3.8%
Q2 2019$276,000
+0.4%
3,868
-1.5%
0.08%
-5.9%
Q1 2019$275,0003,9280.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 231,597$14,053,00013.94%
TD Ameritrade Trust Co 500,855$30,392,00012.72%
B & T Capital Management DBA Alpha Capital Management 375,703$22,798,00010.67%
MONEYWISE, INC. 172,243$10,452,0009.91%
MARSHALL FINANCIAL GROUP INC /ADV 163,016$9,892,0009.37%
PIERSHALE FINANCIAL GROUP, INC. 243,277$14,762,0008.96%
Sharkey, Howes & Javer 223,524$13,563,0008.83%
Tradewinds Capital Management, LLC 269,059$16,327,0008.03%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 164,831$10,002,0007.92%
Gemmer Asset Management LLC 402,935$24,450,0007.54%
View complete list of SCHWAB STRATEGIC TR shareholders