Mine & Arao Wealth Creation & Management, LLC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.

Quarter-by-quarter ownership
Mine & Arao Wealth Creation & Management, LLC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$7,161
+2.8%
1530.0%0.01%0.0%
Q4 2022$6,968
-0.5%
1530.0%0.01%0.0%
Q3 2022$7,0000.0%153
+0.7%
0.01%0.0%
Q2 2022$7,000
-12.5%
1520.0%0.01%0.0%
Q1 2022$8,0000.0%1520.0%0.01%
+25.0%
Q4 2021$8,0000.0%1520.0%0.00%
-20.0%
Q3 2021$8,0000.0%1520.0%0.01%0.0%
Q2 2021$8,0000.0%1520.0%0.01%0.0%
Q1 2021$8,000
-11.1%
1520.0%0.01%
-16.7%
Q4 2020$9,0000.0%1520.0%0.01%
-14.3%
Q3 2020$9,0000.0%1520.0%0.01%
-12.5%
Q2 2020$9,000
+12.5%
1520.0%0.01%
-11.1%
Q1 2020$8,0001520.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
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