CATALYST PRIVATE WEALTH, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.

Quarter-by-quarter ownership
CATALYST PRIVATE WEALTH, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$297,834
-4.0%
4,071
-0.9%
0.21%
-18.3%
Q4 2022$310,243
+49.9%
4,107
+42.1%
0.25%
+71.4%
Q2 2022$207,000
+2.0%
2,890
+12.6%
0.15%
+44.1%
Q1 2022$203,000
+20200.0%
2,567
+9773.1%
0.10%
+10100.0%
Q3 2020$1,000260.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
Asset Advisors Investment Management, LLC 1,418,223$75,166,00012.40%
Pinkerton Retirement Specialists, LLC 511,031$27,085,00010.91%
Summit Asset Management, LLC 426,264$22,592,00010.47%
USAdvisors Wealth Management, LLC 240,972$12,772,0009.15%
Avantax Planning Partners, Inc. 2,121,326$112,430,0009.00%
Q3 Asset Management 82,335$4,365,0008.43%
Acorn Wealth Advisors, LLC 149,856$7,544,0007.44%
Sharkey, Howes & Javer 225,870$11,971,0006.26%
Financial Sense Advisors, Inc. 253,744$13,448,0005.68%
ROCKY MOUNTAIN ADVISERS, LLC 26,059$1,381,0004.73%
View complete list of SCHWAB STRATEGIC TR shareholders