Connecticut Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$235,760
-8.0%
4,729
-4.6%
0.02%
-11.1%
Q2 2023$256,183
+8.1%
4,955
+0.0%
0.02%0.0%
Q1 2023$237,0664,9540.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 2,128,850$101,865,47937.82%
HT Partners LLC 2,317,090$110,872,73632.74%
Socha Financial Group, LLC 906,165$43,359,99327.99%
Strid Group, LLC 2,432,841$116,411,43525.70%
MYECFO, LLC 671,898$32,150,32724.11%
Morton Brown Family Wealth, LLC 795,308$38,055,50222.69%
Members Advisory Group LLC 730,402$34,949,76522.58%
FREEDOM WEALTH ALLIANCE, LLC 262,221$12,547,28918.85%
Hanson & Doremus Investment Management 1,758,910$84,16418.71%
AGILIS PARTNERS LLC 857,026$41,00918.14%
View complete list of SCHWAB STRATEGIC TR shareholders