Spectrum Planning & Advisory Services Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 146 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Spectrum Planning & Advisory Services Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$210,684
-9.2%
4,992
-9.6%
0.33%
+41.3%
Q3 2022$232,000
-92.0%
5,521
-90.2%
0.24%
-92.1%
Q1 2021$2,892,00056,3102.97%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
WestHill Financial Advisors, Inc. 204,769$9,129,0003.01%
Copperleaf Capital, LLC 53,466$2,383,0002.41%
Charles Schwab Trust Co 208,003$9,273,0001.92%
Ridgewood Investments LLC 8,700$388,0000.30%
Midwest Heritage Bank, FSB 5,464$244,0000.22%
Main Street Financial Solutions, LLC 20,083$895,0000.12%
VAN STRUM & TOWNE INC. 5,570$248,0000.11%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,588,104$249,118,0000.09%
McCarthy Grittinger Financial Group, LLC 3,968$176,8890.08%
NICOLET BANKSHARES INC 6,020$268,0000.07%
View complete list of SCHWAB STRATEGIC TR shareholders