Main Street Financial Solutions, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 1.45 and the average weighting 0.6%.

Quarter-by-quarter ownership
Main Street Financial Solutions, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$1,401,657
+333.9%
28,191
+329.6%
0.18%
+254.9%
Q4 2022$323,000
-65.0%
6,562
-63.4%
0.05%
-57.1%
Q2 2022$924,00017,9150.12%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2024
NameSharesValueWeighting ↓
Cornerstone Wealth Advisors, Inc. 719,307$34,483,57812.16%
Northwest Capital Management Inc 600,030$28,765,44811.11%
HC Advisors, LLC 250,445$12,006,3787.14%
Beacon Wealthcare LLC 266,966$12,798,3676.76%
Upper Left Wealth Management, LLC 131,494$6,303,8236.56%
WestHill Financial Advisors, Inc. 458,657$21,988,0176.42%
Hilton Capital Management, LLC 959,558$46,001,2036.13%
Charles Schwab Investment Advisory, Inc. 77,254,712$3,703,590,8785.85%
FLC Capital Advisors 374,127$17,935,6485.43%
Moisand Fitzgerald Tamayo, LLC 530,955$25,453,9835.37%
View complete list of SCHWAB STRATEGIC TR shareholders