Meridian Wealth Partners, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 465 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

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Quarter-by-quarter ownership
Meridian Wealth Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$701,488
-4.7%
15,860
-0.5%
0.15%
-3.3%
Q2 2023$735,837
-28.3%
15,941
-27.2%
0.15%
-32.6%
Q1 2023$1,026,860
+3.9%
21,890
+1.1%
0.22%
-2.2%
Q4 2022$988,322
+0.2%
21,650
-0.6%
0.23%
-7.3%
Q3 2022$986,000
-5.0%
21,771
+0.4%
0.25%
+0.4%
Q2 2022$1,038,000
-5.0%
21,684
+0.4%
0.25%
+7.0%
Q1 2022$1,093,000
-4.8%
21,599
+1.4%
0.23%0.0%
Q4 2021$1,148,000
+3.8%
21,291
+4.4%
0.23%
-3.8%
Q3 2021$1,106,000
+6.9%
20,386
+7.5%
0.24%
-1.2%
Q2 2021$1,035,000
+49.6%
18,955
+47.9%
0.24%
+16.3%
Q1 2021$692,000
-3.5%
12,820
+0.3%
0.21%
-29.7%
Q4 2020$717,000
+17.7%
12,788
+17.7%
0.30%
-3.6%
Q3 2020$609,000
+29.3%
10,862
+29.8%
0.31%
+21.3%
Q2 2020$471,000
+21.1%
8,370
+16.9%
0.25%
+9.5%
Q1 2020$389,000
+23.5%
7,159
+21.4%
0.23%
+17.9%
Q4 2019$315,000–5,899–0.20%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 584,917$25,870,87915.17%
Pinnacle Wealth Management, LLC 233,275$10,317,75312.52%
Pioneer Wealth Management Group 348,940$15,433,62311.76%
FINANCIAL LIFE ADVISORS 526,806$23,300,61810.03%
FFG RETIREMENT ADVISORS LLC 262,768$11,622,2299.64%
KilterHowling LLC 240,339$10,630,1869.36%
RATIONAL ADVISORS LLC 2,312,140$102,265,9529.26%
BlueSky Wealth Advisors, LLC 995,422$44,027,5179.00%
Waterford Advisors, LLC 347,825$15,384,3008.61%
Members Advisory Group LLC 276,811$12,243,4377.91%
View complete list of SCHWAB STRATEGIC TR shareholders