Centric Wealth Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
Centric Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$2,425,000
-4.0%
97,428
+79.5%
0.77%
-59.7%
Q3 2020$2,526,0000.0%54,2850.0%1.90%0.0%
Q1 2020$2,526,000
+29.8%
54,285
+28.2%
1.90%
+22.9%
Q4 2019$1,946,000
-23.0%
42,346
-22.0%
1.55%
-18.6%
Q3 2019$2,526,000
+118.3%
54,285
+108.4%
1.90%
+88.4%
Q2 2019$1,157,000
+34.5%
26,045
+34.5%
1.01%
+26.8%
Q1 2019$860,000
+29.9%
19,364
+12.7%
0.80%
+36.8%
Q4 2018$662,00017,1840.58%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 597,749$24,585,00013.92%
Fund Evaluation Group, LLC 1,557,236$64,049,00010.25%
APPLETON GROUP, LLC 183,743$7,557,0008.12%
Financial Engines Advisors L.L.C. 4,573,795$188,125,0006.28%
MONEYWISE, INC. 191,393$7,872,0006.22%
MCIA Inc 152,286$6,264,0005.56%
Tiller Private Wealth, Inc. 155,950$6,414,0005.00%
Moisand Fitzgerald Tamayo, LLC 189,667$7,801,0004.75%
Whitnell & Co. 240,701$9,900,0004.32%
Northwest Quadrant Wealth Management, LLC 113,486$4,798,0003.59%
View complete list of SCHWAB STRATEGIC TR shareholders