Wagner Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Wagner Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$671
+577.8%
14
+600.0%
0.00%
Q2 2023$99
+98.0%
2
+100.0%
0.00%
Q1 2023$50
+2.0%
10.0%0.00%
Q4 2022$4910.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 159,490$8,550,0006.31%
JUNCTURE WEALTH STRATEGIES, LLC 115,546$6,194,0005.04%
Quantum Capital Management, LLC / NJ 158,007$8,471,0002.72%
Waverly Advisors, LLC 48,676$2,610,0001.60%
Frontier Wealth Management LLC 193,021$10,348,0001.59%
Charles Schwab Investment Advisory, Inc. 1,747,873$93,703,0001.45%
Twele Capital Management, Inc. 64,631$3,464,0000.98%
D. SCOTT NEAL, INC. 24,095$1,292,0000.89%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 49,925$2,676,0000.83%
Friedenthal Financial 16,097$863,0000.75%
View complete list of SCHWAB STRATEGIC TR shareholders