Burleson & Company, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Burleson & Company, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2018$942,000
-46.0%
29,705
-38.6%
0.53%
-48.2%
Q2 2018$1,746,000
-1.7%
48,409
-0.5%
1.02%
-12.3%
Q1 2018$1,776,000
+11.2%
48,636
+11.5%
1.16%
+12.7%
Q4 2017$1,597,00043,6081.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2018
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 260,466$9,025,0008.77%
Mokosak Advisory Group, LLC 278,370$9,654,0005.84%
Northwest Capital Management Inc 178,325$6,179,0005.65%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,480,250$120,598,0004.26%
Relaxing Retirement Coach 413,589$14,323,0004.19%
DWM Financial Group, Inc. 109,436$3,792,0003.86%
McAdam, LLC 398,137$13,795,0003.33%
Peak Financial Management, Inc. 399,898$13,856,0002.96%
SHINE INVESTMENT ADVISORY SERVICES INC 210,913$7,308,0002.91%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 92,842$3,217,0002.84%
View complete list of SCHWAB STRATEGIC TR shareholders