GoalVest Advisory LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$2,721
+8.1%
780.0%0.00%0.0%
Q3 2023$2,516
+730.4%
78
+766.7%
0.00%
Q1 2023$303
-69.7%
9
-50.0%
0.00%
-100.0%
Q1 2022$1,000180.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,212,265$37,847,0004.02%
Brouwer & Janachowski, LLC 564,908$17,699,0003.86%
Peak Financial Management, Inc. 258,386$8,095,0003.27%
Moisand Fitzgerald Tamayo, LLC 131,240$4,112,0002.90%
Courage Miller Partners, LLC 128,979$4,041,0002.79%
Kohmann Bosshard Financial Services, LLC 99,007$3,102,0002.64%
Charles Schwab Investment Advisory, Inc. 13,310,022$417,003,0002.35%
McAdam, LLC 75,801$2,375,0002.23%
Retirement Planning Group, LLC 186,864$5,854,0001.78%
FINANCIAL CONSULATE, INC 87,546$2,743,0001.75%
View complete list of SCHWAB STRATEGIC TR shareholders