Treybourne Wealth Planners, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q4 2020
NameSharesValueWeighting ↓
VALENTINE VENTURES LLC 966,669$25,365,00026.47%
Hamilton Capital, LLC 2,360,205$61,932,00021.39%
Pension Partners, LLC 601,523$15,784,329,00019.13%
COOPER/HAIMS ADVISORS, LLC 767,263$20,133,00012.51%
B & T Capital Management DBA Alpha Capital Management 1,161,562$30,479,00011.50%
Holistic Financial Partners 424,964$11,151,00011.11%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 446,030$11,704,00010.90%
Ironwood Wealth Management, LLC. 390,240$10,240,0007.84%
Northwest Capital Management Inc 236,814$6,214,0006.79%
MATHER GROUP, LLC. 3,145,798$82,546,0006.67%
View complete list of SCHWAB STRATEGIC TR shareholders