McLean Asset Management Corp - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
McLean Asset Management Corp ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$715,530
+9.1%
21,045
+2.9%
0.27%
-0.4%
Q3 2023$655,691
-0.9%
20,452
+4.4%
0.27%
+3.9%
Q2 2023$661,385
+4.7%
19,585
+4.6%
0.26%
-0.4%
Q1 2023$631,456
-26.6%
18,732
-31.5%
0.26%
-11.3%
Q4 2022$860,35827,3390.29%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Radnor Financial Advisors, LLC 785,987$29,592,00013.75%
Southern Wealth Management, LLP 413,400$15,565,0005.90%
Northwest Capital Management Inc 197,819$7,447,0005.54%
Savant Capital, LLC 2,369,368$89,207,0005.19%
Strategic Financial Planning, Inc. 149,100$5,614,0004.92%
Tradewinds Capital Management, LLC 546,235$20,566,0004.45%
Johnson Financial Group, LLC 405,289$15,259,0004.14%
Brand Asset Management Group, Inc. 187,652$7,065,0003.97%
MATHER GROUP, LLC. 2,955,552$111,277,0003.63%
ACT WEALTH MANAGEMENT, LLC 146,471$5,515,0003.54%
View complete list of SCHWAB STRATEGIC TR shareholders