LAKE STREET ADVISORS GROUP, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 582 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 1.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$515,460
+1.1%
10,6390.0%0.03%
-13.3%
Q3 2023$510,000
+99704.3%
10,6390.0%0.03%
+7.1%
Q2 2023$51110,6390.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2024
NameSharesValueWeighting ↓
Reliant Wealth Planning 577,166$29,660,00017.69%
Blossom Wealth Management 14,445$742,00016.59%
Fund Evaluation Group, LLC 2,482,391$127,570,00015.00%
Edgehill Endowment Partners, LLC 805,298$41,384,00014.55%
Corrigan Financial, Inc. 499,259$25,656,90711.25%
Traverso Chambers Private Wealth Management, LLC 513,594$26,394,0009.48%
STRATEGIC WEALTH MANAGEMENT INC 279,400$14,358,0008.82%
ASSET PLANNING CORPORATION 171,125$8,794,0008.73%
Tradewinds Capital Management, LLC 766,948$39,413,0008.53%
WestHill Financial Advisors, Inc. 404,060$20,765,0008.17%
View complete list of SCHWAB STRATEGIC TR shareholders