Mascoma Wealth Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$6,823
-4.3%
2850.0%0.00%0.0%
Q2 2023$7,131
+2.8%
2850.0%0.00%0.0%
Q1 2023$6,937
+2.8%
2850.0%0.00%0.0%
Q4 2022$6,7462850.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 1,097,098$26,264,53120.43%
Red Tortoise LLC 403,032$9,648,5926.46%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 919,736$21,996,3726.36%
Heartwood Wealth Advisors LLC 1,779,025$42,589,8596.28%
Bishop & Co Investment Management, LLC 0$137,0086.15%
Upper Left Wealth Management, LLC 210,113$5,030,1065.23%
BlueSky Wealth Advisors, LLC 967,612$23,164,6204.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 448,428$10,735,3764.32%
Rainsberger Wealth Advisors, Inc. 293,900$7,035,9734.32%
Consilium Wealth Advisory, LLC 257,197$6,157,3074.31%
View complete list of SCHWAB STRATEGIC TR shareholders