Castleview Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$14,969
-98.0%
361
-99.5%
0.01%
+133.3%
Q4 2021$759,000
+860.8%
77,721
+10139.9%
0.01%
-82.9%
Q2 2021$79,000
-98.4%
759
-98.9%
0.04%
-99.2%
Q1 2018$4,994,00072,2474.13%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 311,153$15,803,00011.85%
Financial Management Professionals, Inc. 335,770$17,054,00011.54%
Sharkey, Howes & Javer 262,184$14,037,00010.82%
PIERSHALE FINANCIAL GROUP, INC. 278,070$14,123,00010.75%
VALENTINE VENTURES LLC 163,201$8,289,0009.32%
HBK Sorce Advisory LLC 538,866$27,369,0008.88%
Burt Wealth Advisors 127,354$6,468,0008.05%
Spectrum Management Group, LLC 223,235$11,338,0005.80%
WealthTrust-Arizona, LLC 168,055$8,536,0005.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 309,864$16,692,0005.08%
View complete list of SCHWAB STRATEGIC TR shareholders