Wellspring Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 358 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$783,335
+2.5%
15,533
+0.0%
0.23%
-8.7%
Q4 2022$764,41015,5270.25%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Almanack Investment Partners, LLC. 844,276$45,405,00012.84%
Tradewinds Capital Management, LLC 534,748$28,759,00010.54%
HARVEST GROUP WEALTH MANAGEMENT, LLC 186,575$10,034,0009.22%
Beacon Wealthcare, Inc 187,757$10,098,0008.20%
Invst, LLC 265,764$14,205,0007.12%
Swaine & Leidel Wealth Services, LLC 98,082$5,275,0006.67%
BerganKDV Wealth Management, LLC 572,417$30,785,0006.29%
Northwest Capital Management Inc 92,968$5,000,0006.03%
FLC Capital Advisors 232,831$12,522,0005.67%
55I, LLC 131,531$7,074,0005.61%
View complete list of SCHWAB STRATEGIC TR shareholders