Paulson Wealth Management Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.02 and the average weighting 1.5%.

Quarter-by-quarter ownership
Paulson Wealth Management Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$404,786
-12.7%
8,120
-9.4%
0.14%
-10.1%
Q2 2023$463,495
+101.5%
8,965
+176.5%
0.16%
-8.7%
Q3 2019$230,000
+1.8%
3,242
+3.5%
0.17%
+3.0%
Q2 2019$226,000
+6.6%
3,131
+0.4%
0.17%
+4.3%
Q1 2019$212,0003,1180.16%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2019
NameSharesValueWeighting ↓
HT Partners LLC 1,372,248$109,286,00041.49%
Evergreen Advisors, LLC 978,722$77,945,00035.63%
Strid Group, LLC 1,087,067$86,574,00026.48%
Evensky & Katz LLC 2,417,877$192,560,00026.10%
SYM FINANCIAL Corp 388,518$30,942,00023.17%
AGILIS PARTNERS LLC 655,927$52,238,00019.58%
Madden Advisory Services, Inc. 250,656$19,962,00019.02%
JBJ Investment Partners, LLC 867,252$69,068,00018.06%
Hanson & Doremus Investment Management 758,369$60,397,00018.03%
Callan Capital, LLC 934,805$74,448,00016.71%
View complete list of SCHWAB STRATEGIC TR shareholders