PRW Wealth Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 248 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2019$377,000
-22.1%
11,858
-20.0%
0.46%
-14.7%
Q2 2019$484,000
+1.3%
14,8230.0%0.54%
+20.9%
Q1 2019$478,000
-1.0%
14,823
-10.8%
0.44%
-26.0%
Q4 2018$483,00016,6150.60%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
Southern Wealth Management, LLP 677,322$22,832,5228.86%
Morton Brown Family Wealth, LLC 285,054$9,609,1785.73%
Johnson Financial Group, LLC 995,782$33,567,8115.04%
ACT WEALTH MANAGEMENT, LLC 242,757$8,183,3364.87%
Strategic Financial Planning, Inc. 157,219$5,299,8494.84%
JFG Wealth Management, LLC 361,825$12,197,1214.16%
McAdam, LLC 1,087,429$36,657,2443.30%
Kathleen S. Wright Associates Inc. 147,082$4,958,1483.26%
Brand Asset Management Group, Inc. 181,281$6,110,9973.08%
Vise Technologies, Inc. 337,078$11,362,8992.99%
View complete list of SCHWAB STRATEGIC TR shareholders