Fortis Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$4,881
-9.1%
2750.0%0.00%
-25.0%
Q2 2023$5,371
-32.9%
275
+57.1%
0.00%
-33.3%
Q2 2017$8,0000.0%1750.0%0.01%
-14.3%
Q1 2017$8,0001750.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 338,449$6,609,9035.85%
Pioneer Wealth Management Group 317,504$6,200,8484.93%
Upper Left Wealth Management, LLC 176,799$3,452,8853.84%
Moisand Fitzgerald Tamayo, LLC 909,572$17,763,9443.63%
WEALTH MANAGEMENT RESOURCES, INC. 318,515$6,220,6003.62%
Cypress Point Wealth Management, LLC 172,872$3,376,1823.60%
Courage Miller Partners, LLC 401,282$7,837,0423.26%
RATIONAL ADVISORS LLC 1,962,413$38,325,9263.17%
Gunma Bank,Ltd. 221,000$4,3162.92%
Firestone Capital Management 439,086$8,755,3762.85%
View complete list of SCHWAB STRATEGIC TR shareholders