EverSource Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,112
+8.1%
119
+19.0%
0.00%
Q2 2023$1,953
-56.2%
100
-56.3%
0.00%
-100.0%
Q1 2023$4,462
+131.3%
229
+129.0%
0.00%
Q4 2022$1,9291000.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 471,405$14,260,0004.34%
Whitnell & Co. 250,711$7,584,0003.48%
Vigilant Capital Management, LLC 304,080$9,198,0002.25%
Courage Miller Partners, LLC 72,883$2,205,0001.87%
Charles Schwab Investment Advisory, Inc. 1,494,199$45,200,0001.68%
Madden Advisory Services, Inc. 51,672$1,563,0001.17%
Bouchey Financial Group Ltd 46,703$1,467,0001.03%
INTERACTIVE FINANCIAL ADVISORS, INC. 52,773$1,596,0000.94%
Avior Wealth Management, LLC 26,239$794,0000.75%
Retirement Planning Group, LLC 47,932$1,450,0000.52%
View complete list of SCHWAB STRATEGIC TR shareholders