Mayflower Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 102 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Mayflower Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$210,000
-2.3%
4,5250.0%0.03%
+3.0%
Q2 2022$215,000
-2.3%
4,5250.0%0.03%
+10.0%
Q1 2022$220,000
-39.2%
4,525
-36.9%
0.03%
-37.5%
Q4 2021$362,000
+67.6%
7,167
+68.4%
0.05%
+65.5%
Q3 2021$216,0004,2570.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
RFP Financial Group LLC 181,325$8,502,5893.81%
TAP Consulting, LLC 192,527$9,027,6022.36%
Baldrige Asset Management LLC 101,303$4,7502.11%
CLIENT 1ST ADVISORY GROUP, LLC 70,835$3,321,4671.94%
Kaizen Financial Strategies 38,602$1,832,4371.81%
Kades & Cheifetz LLC 36,557$1,714,1781.43%
Rosenberg Matthew Hamilton 79,546$3,729,9121.26%
VAN STRUM & TOWNE INC. 41,290$1,936,0880.83%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 21,593$1,0130.83%
Columbus Macro, LLC 38,000$1,781,8200.68%
View complete list of SCHWAB STRATEGIC TR shareholders