WFA of San Diego, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$8,205
+13.2%
231
+2.7%
0.01%0.0%
Q3 2023$7,246
-4.5%
2250.0%0.01%0.0%
Q2 2023$7,587
+7.8%
225
+0.4%
0.01%
+40.0%
Q4 2022$7,035
-45.9%
224
-47.8%
0.01%
-54.5%
Q2 2022$13,0004290.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 278,202$10,198,0007.90%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 190,671$6,984,0006.05%
Tradewinds Capital Management, LLC 332,248$12,170,0005.94%
Northwest Capital Management Inc 131,981$4,834,0005.30%
Relaxing Retirement Coach 403,916$14,797,0004.81%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,668,358$63,514,0004.50%
Brouwer & Janachowski, LLC 588,657$21,563,0004.05%
Peak Financial Management, Inc. 536,174$19,640,0003.72%
MATHER GROUP, LLC. 898,815$32,924,0003.66%
Courage Miller Partners, LLC 128,863$4,720,0002.86%
View complete list of SCHWAB STRATEGIC TR shareholders