LIBERTY WEALTH MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$799,032
+15880.6%
23,640
+21007.1%
0.16%
+8150.0%
Q3 2021$5,000
+66.7%
112
-2.6%
0.00%0.0%
Q2 2020$3,0001150.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Morton Brown Family Wealth, LLC 350,099$11,290,7005.77%
ACT WEALTH MANAGEMENT, LLC 256,220$8,263,1005.55%
Strategic Financial Planning, Inc. 151,520$4,886,5184.50%
Johnson Financial Group, LLC 942,897$30,408,4284.34%
JFG Wealth Management, LLC 337,598$10,887,5363.56%
McAdam, LLC 1,314,252$42,384,6233.48%
Kathleen S. Wright Associates Inc. 152,948$4,932,5812.76%
Brand Asset Management Group, Inc. 165,042$5,322,6042.73%
Vise Technologies, Inc. 326,210$10,520,2772.59%
HORIZON FINANCIAL SERVICES, LLC 97,261$3,136,6702.52%
View complete list of SCHWAB STRATEGIC TR shareholders