StrategIQ Financial Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$4,022,891
+72.4%
84,003
+73.1%
0.47%
+75.2%
Q2 2023$2,332,794
+788.9%
48,539
+802.4%
0.27%
+786.7%
Q1 2023$262,4425,3790.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 426,950$21,279,00016.58%
Corrigan Financial, Inc. 344,961$17,192,84113.25%
Quantum Capital Management, LLC / NJ 600,742$29,941,0008.56%
USAdvisors Wealth Management, LLC 179,724$8,957,0007.11%
Invst, LLC 190,973$9,510,0006.11%
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 15,200$758,0005.99%
Carlton Hofferkamp & Jenks Wealth Management, LLC 172,778$8,607,0005.78%
JUNCTURE WEALTH STRATEGIES, LLC 173,913$8,668,0004.83%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 298,152$14,860,0004.78%
Relaxing Retirement Coach 249,182$12,419,0003.92%
View complete list of SCHWAB STRATEGIC TR shareholders