Robertson Stephens Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q1 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,138,139$59,229,00030.24%
Dragon Financial & Investment Group, LLC 428,533$22,301,00019.78%
COOPER/HAIMS ADVISORS, LLC 290,579$15,122,00014.00%
Live Your Vision, LLC 707,730$36,504,00012.23%
OGOREK ANTHONY JOSEPH /NY/ /ADV 270,609$14,082,00011.53%
Alliance Wealth Management Group 444,714$23,142,00011.47%
Mokosak Advisory Group, LLC 259,714$13,507,00010.46%
Avantax Planning Partners, Inc. 2,156,326$112,215,00010.27%
McAdam, LLC 275,738$14,438,00010.20%
Kohmann Bosshard Financial Services, LLC 299,050$15,563,0009.99%
View complete list of SCHWAB STRATEGIC TR shareholders