GoalVest Advisory LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$11,655
+163.7%
172
+164.6%
0.01%
+100.0%
Q1 2023$4,420
+121.0%
65
+58.5%
0.00%
+200.0%
Q3 2022$2,000
-50.0%
41
-29.3%
0.00%
-50.0%
Q1 2022$4,00058
+1060.0%
0.00%
Q4 2020$050.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
INVESTMENT SECURITY GROUP INC /CO/ /ADV 778,384$53,070,00027.75%
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 450,833$30,738,00014.36%
Filbrandt Wealth Management, LLC 287,557$19,606,00012.53%
MONEYWISE, INC. 256,110$17,462,00012.49%
Newton One Investments LLC 183,859$12,535,00012.32%
Harbor Group, Inc. 213,596$15,232,00011.38%
Opal Wealth Advisors, LLC 131,577$8,971,00011.25%
Lighthouse Financial Advisors, Inc. 482,760$32,914,00011.16%
Northern Capital Management, Inc. 168,007$11,455,00011.15%
Northeast Financial Group, Inc. 205,514$14,011,91510.67%
View complete list of SCHWAB STRATEGIC TR shareholders