Accurate Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$296,262
+3.3%
4,579
+7.8%
0.09%
+4.5%
Q2 2023$286,746
+3.4%
4,248
+0.8%
0.09%
-7.3%
Q1 2023$277,286
-5.7%
4,216
-2.7%
0.10%
-11.1%
Q4 2022$294,0434,3350.11%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 279,528$20,467,00020.53%
Avantax Planning Partners, Inc. 5,561,497$407,213,00016.75%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 542,003$39,685,00016.30%
Mokosak Advisory Group, LLC 537,662$39,358,00015.10%
Advisory Services & Investments, LLC 287,055$21,018,00013.44%
Northern Capital Management, Inc. 203,338$14,888,00011.87%
BALLAST ADVISORS LLC 384,685$28,167,00010.77%
GenWealth Group, Inc. 515,819$37,768,00010.22%
IVC Wealth Advisors LLC 201,036$14,720,0009.49%
MATHER GROUP, LLC. 6,430,919$470,871,0009.22%
View complete list of SCHWAB STRATEGIC TR shareholders