Acorn Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 697 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
Q3 2018$208,000
-4.1%
8,4640.0%0.20%
+10.8%
Q2 2018$217,000
-8.8%
8,4640.0%0.18%
-10.2%
Q1 2018$238,000
-4.0%
8,464
-0.6%
0.21%
-8.8%
Q4 2017$248,0008,5150.23%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Hamilton Capital, LLC 2,444,149$66,896,00028.86%
Radnor Financial Advisors, LLC 770,120$21,078,00014.42%
Your Advocates Ltd., LLP 581,766$15,923,00012.58%
COOPER/HAIMS ADVISORS, LLC 771,822$21,125,00011.62%
B & T Capital Management DBA Alpha Capital Management 1,084,097$29,672,00010.94%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 445,783$12,201,00010.77%
Holistic Financial Partners 636,762$17,428,00010.42%
Golden State Wealth Management, LLC 1,898,759$51,969,0009.93%
TOTAL INVESTMENT MANAGEMENT INC 1,898,759$51,969,0009.93%
Focused Wealth Management, Inc 1,481,484$40,548,0009.58%
View complete list of SCHWAB STRATEGIC TR shareholders