Meridian Wealth Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Meridian Wealth Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2021$34,000
+9.7%
5200.0%0.01%
-23.1%
Q4 2020$31,000
+14.8%
5200.0%0.01%
-7.1%
Q3 2020$27,000
+3.8%
5200.0%0.01%0.0%
Q2 2020$26,000
-31.6%
520
-17.1%
0.01%
-41.7%
Q4 2019$38,0006270.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
Summit Asset Management, LLC 238,421$8,893,0007.88%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 683,814$25,506,0006.92%
Newman Dignan & Sheerar, Inc. 153,577$5,728,0004.45%
IMA Advisory Services, Inc. 66,741$2,489,0001.22%
Mariner, LLC 93,364$3,482,0000.64%
ProVise Management Group, LLC 57,042$2,128,0000.60%
Live Your Vision, LLC 27,890$1,040,0000.60%
CONDOR CAPITAL MANAGEMENT 44,984$1,678,0000.58%
Carlson Capital Management 22,032$822,0000.37%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 9,513$355,0000.36%
View complete list of SCHWAB STRATEGIC TR shareholders