Beacon Pointe Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Beacon Pointe Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2019$672,000
+26.6%
12,571
+27.4%
0.12%
+10.7%
Q3 2019$531,000
+105.0%
9,870
+101.1%
0.11%
+103.6%
Q2 2019$259,0004,9090.06%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2019
NameSharesValueWeighting ↓
KilterHowling LLC 303,192$13,737,64216.50%
Northeast Financial Group, Inc. 387,518$17,558,43615.83%
HENGEHOLD CAPITAL MANAGEMENT LLC 1,418,864$64,289,0009.88%
Alliance Wealth Management Group 518,384$23,488,0009.13%
BlueSky Wealth Advisors, LLC 865,091$39,197,0009.10%
Total Wealth Planning, LLC 668,447$30,287,0008.60%
MorganRosel Wealth Management, LLC 342,844$15,534,0007.79%
Clay Northam Wealth Management, LLC 135,684$6,148,0007.67%
McAdam, LLC 1,405,033$63,662,0006.90%
Bond & Devick Financial Network, Inc. 183,979$8,336,0006.89%
View complete list of SCHWAB STRATEGIC TR shareholders