Robertson Stephens Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$285,825
-19.0%
6,261
-0.7%
0.03%
-62.2%
Q4 2020$353,000
-18.5%
6,307
-18.5%
0.07%
-30.2%
Q3 2020$433,000
-0.5%
7,7350.0%0.11%
-15.9%
Q2 2020$435,0007,7350.13%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 268,217$14,044,00014.34%
OGOREK ANTHONY JOSEPH /NY/ /ADV 324,212$16,976,00012.72%
BSW Wealth Partners 119,908$6,278,0005.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 221,969$11,622,0004.58%
PRING TURNER CAPITAL GROUP INC 75,915$3,975,0004.17%
Courage Miller Partners, LLC 80,088$4,193,0003.47%
Apriem Advisors 139,080$7,282,0002.68%
SVA Wealth Management, LLC 137,291$7,189,0002.61%
Landmark Financial Advisors, LLC 37,773$1,977,0002.04%
Tuttle Capital Management, LLC 60,513$3,168,0002.00%
View complete list of SCHWAB STRATEGIC TR shareholders