Flower City Capital - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.

Quarter-by-quarter ownership
Flower City Capital ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$297,000
-85.2%
4,912
-84.6%
0.44%
-77.5%
Q2 2022$2,000,000
-31.1%
31,876
-16.7%
1.94%
-19.9%
Q1 2022$2,902,000
-99.9%
38,252
-9.5%
2.43%
-26.6%
Q4 2021$3,404,000,00042,2683.30%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
MONEYWISE, INC. 271,083$17,785,78113.30%
Pillar Wealth Advisors, LLC 143,842$9,437,4439.10%
Newton One Investments LLC 212,657$13,952,4169.00%
Mokosak Advisory Group, LLC 289,102$18,997,0788.50%
Legacy Wealth Management, Inc 1,344,050$88,183,1258.43%
BLB&B Advisors, LLC 1,494,983$98,085,8337.60%
HHM Wealth Advisors, LLC 505,595$33,172,1027.58%
Sightline Wealth Advisors, LLC 106,868$7,011,5857.56%
Harbor Group, Inc. 176,614$11,587,6227.46%
Northeast Financial Group, Inc. 136,181$8,934,8447.08%
View complete list of SCHWAB STRATEGIC TR shareholders