Bogart Wealth, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$16,327
+3.3%
3120.0%0.00%0.0%
Q1 2024$15,809
+10.0%
3120.0%0.00%0.0%
Q4 2023$14,371
+11.5%
3120.0%0.00%0.0%
Q3 2023$12,8863120.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 5,778,341$168,497,00027.58%
WADDELL & ASSOCIATES, LLC 768,414$22,407,0007.02%
Clearshares LLC 135,064$3,938,0003.86%
Apollon Wealth Management, LLC 76,685$2,236,0002.34%
Pinion Investment Advisors, LLC 10,966$320,0000.66%
Omega Financial Group, LLC 29,877$871,0000.61%
Prime Capital Investment Advisors, LLC 132,615$3,867,0000.60%
COLONY GROUP LLC 420,952$12,275,0000.39%
HBK Sorce Advisory LLC 137,668$4,014,0000.38%
Aspen Investment Management Inc 12,010$350,0000.23%
View complete list of SCHWAB STRATEGIC TR shareholders