Accurate Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$221,995
-50.4%
4,653
-50.0%
0.07%
-50.0%
Q2 2023$447,625
-1.4%
9,310
-0.1%
0.14%
-10.3%
Q1 2023$453,839
-33.3%
9,321
-33.6%
0.16%
-37.6%
Q4 2022$680,27614,0350.25%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Pacific Sage Partners, LLC 1,348,867$64,597,23219.43%
Morningstar Investment Management LLC 2,068,533$99,06214.82%
Northeast Financial Group, Inc. 364,913$17,475,69410.74%
Greenline Partners, LLC 1,125,630$56,399,76310.63%
United Capital Management of KS, Inc. 589,658$28,238,7389.61%
Altiora Financial Group, LLC 410,283$19,648,4329.12%
Traverso Chambers Private Wealth Management, LLC 629,147$30,129,8308.06%
ASSET PLANNING CORPORATION 208,249$9,973,0277.67%
LOWERY THOMAS, LLC 164,391$7,872,6807.53%
Courage Miller Partners, LLC 360,432$17,261,1037.08%
View complete list of SCHWAB STRATEGIC TR shareholders