VIVID FINANCIAL MANAGEMENT, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
VIVID FINANCIAL MANAGEMENT, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$6,472,000
-24.1%
128,037
-23.3%
2.42%
-30.8%
Q3 2021$8,524,000
-5.0%
166,948
-4.8%
3.50%
-5.2%
Q2 2021$8,972,000
+179.3%
175,302
+178.2%
3.69%
+149.7%
Q1 2021$3,212,00063,0051.48%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
CLIENT 1ST ADVISORY GROUP, LLC 322,963$16,489,0008.42%
Copperleaf Capital, LLC 112,181$5,727,0005.51%
Spectrum Planning & Advisory Services Inc. 89,709$4,580,0004.49%
Northstar Advisory Group, LLC 89,709$4,580,0004.49%
Horst & Graben Wealth Management LLC 289,537$14,782,0004.07%
Clearview Wealth Advisors LLC 124,381$6,350,0004.02%
VIVID FINANCIAL MANAGEMENT, INC. 166,948$8,524,0003.50%
Kaizen Financial Strategies 76,469$3,904,0003.15%
Cooper Financial Group 268,553$13,711,0002.84%
CCG WEALTH MANAGEMENT, LLC 93,818$4,790,0002.77%
View complete list of SCHWAB STRATEGIC TR shareholders