Robertson Stephens Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 503 filers reported holding SCHWAB STRATEGIC TR in Q4 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 Q4 2020
NameSharesValueWeighting ↓
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 1,186,719$66,492,00031.06%
Sensible Financial Planning & Management, LLC. 985,402$55,212,00020.58%
Blossom Wealth Management 11,509$644,00014.40%
Total Wealth Planning, LLC 530,495$29,724,00013.74%
HENGEHOLD CAPITAL MANAGEMENT LLC 1,473,202$82,543,00012.28%
JBJ Investment Partners, LLC 885,999$49,643,00011.29%
Alliance Wealth Management Group 510,328$28,594,00011.26%
COOPER/HAIMS ADVISORS, LLC 257,565$14,431,00011.06%
Apriem Advisors 1,071,459$60,034,00010.70%
Northeast Financial Group, Inc. 238,971$13,389,54610.20%
View complete list of SCHWAB STRATEGIC TR shareholders