Robertson Stephens Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$316,293
+3.8%
4,662
+0.4%
0.02%
-20.0%
Q4 2022$304,587
+8.8%
4,642
+0.0%
0.03%
+3.4%
Q3 2022$280,0004,6400.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
MONEYWISE, INC. 271,083$17,785,78113.30%
Pillar Wealth Advisors, LLC 143,842$9,437,4439.10%
Newton One Investments LLC 212,657$13,952,4169.00%
Mokosak Advisory Group, LLC 289,102$18,997,0788.50%
Legacy Wealth Management, Inc 1,344,050$88,183,1258.43%
BLB&B Advisors, LLC 1,494,983$98,085,8337.60%
HHM Wealth Advisors, LLC 505,595$33,172,1027.58%
Sightline Wealth Advisors, LLC 106,868$7,011,5857.56%
Harbor Group, Inc. 176,614$11,587,6227.46%
Northeast Financial Group, Inc. 136,181$8,934,8447.08%
View complete list of SCHWAB STRATEGIC TR shareholders