Independence Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.

Quarter-by-quarter ownership
Independence Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2020$5,000
+25.0%
830.0%0.00%0.0%
Q2 2020$4,0000.0%83
-8.8%
0.00%0.0%
Q1 2020$4,000
-60.0%
91
-49.4%
0.00%0.0%
Q4 2019$10,0001800.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
Sharkey, Howes & Javer 676,643$36,045,00021.04%
Northwest Capital Management Inc 219,192$11,676,00012.80%
MONEYWISE, INC. 297,242$15,834,00011.85%
CWH Capital Management, Inc. 466,856$24,869,00011.68%
Legacy Wealth Management, Inc 742,058$39,529,0009.51%
Mokosak Advisory Group, LLC 229,425$12,223,0009.47%
SVA Wealth Management, LLC 1,500,103$79,910,0009.37%
Denver PWM, LLC 216,077$11,541,0008.72%
OLD DOMINION CAPITAL MANAGEMENT INC 164,476$8,761,0008.48%
MCIA Inc 152,329$8,115,0007.83%
View complete list of SCHWAB STRATEGIC TR shareholders