Treybourne Wealth Planners, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.

Quarter-by-quarter ownership
Treybourne Wealth Planners, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2021$9,131,000
+14.8%
277,719
+11.0%
5.65%
+2.5%
Q1 2021$7,954,000
+5.7%
250,279
+1.9%
5.51%
+1.7%
Q4 2020$7,528,000245,6145.42%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 804,912$24,534,00014.79%
Holistic Financial Partners 671,681$20,473,00012.62%
Heartwood Wealth Advisors LLC 1,542,092$47,003,0007.32%
Jacobsen Capital Management 445,468$13,578,0006.86%
Radnor Financial Advisors, LLC 597,470$18,211,0006.57%
Hamilton Capital, LLC 2,470,565$75,303,0006.50%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 445,850$13,590,0006.49%
MATHER GROUP, LLC. 8,549,016$260,574,0006.27%
Northern Capital Management, Inc. 223,688$6,818,0005.83%
Red Tortoise LLC 314,225$7,039,0005.50%
View complete list of SCHWAB STRATEGIC TR shareholders