Acorn Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Acorn Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2024$1,153,636
+11.1%
34,202
+15.5%
0.60%
-2.3%
Q4 2023$1,038,701
+18.8%
29,609
+7.3%
0.62%
+5.8%
Q3 2023$874,04627,5900.58%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
TOTAL INVESTMENT MANAGEMENT INC 2,510,870$88,081,30811.18%
SevenOneSeven Capital Management 4,288$143,9496.63%
Northwest Capital Management Inc 506,542$17,769,4805.96%
Faithward Advisors, LLC 413,419$13,878,4803.08%
Kaizen Financial Strategies 93,942$3,295,4852.50%
SFMG, LLC 655,029$22,978,4102.13%
Beacon Bridge Wealth Partners, LLC 105,646$3,706,0621.85%
Family Asset Management, LLC 43,862$1,538,6621.03%
Barden Capital Management, Inc. 37,859$1,199,3730.98%
Stokes Family Office, LLC 175,291$6,149,2230.83%
View complete list of SCHWAB STRATEGIC TR shareholders