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. 1,136,465$59,505,00032.80%
OGOREK ANTHONY JOSEPH /NY/ /ADV 264,880$13,869,00013.53%
TOTAL INVESTMENT MANAGEMENT INC 566,127$29,642,00010.22%
Alliance Wealth Management Group 767,178$40,164,00010.22%
McAdam, LLC 275,738$14,438,00010.20%
Kohmann Bosshard Financial Services, LLC 254,988$13,351,0009.38%
Avantax Planning Partners, Inc. 2,220,790$116,281,0009.16%
Live Your Vision, LLC 479,696$25,117,0008.94%
Friedenthal Financial 161,992$8,482,0007.63%
Krilogy Financial LLC 526,388$27,562,0007.04%
View complete list of SCHWAB STRATEGIC TR shareholders