Accurate Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 568 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 1,340,809$64,439,27919.08%
Morningstar Investment Management LLC 1,809,885$86,98311.79%
Northeast Financial Group, Inc. 339,823$16,331,82310.47%
Greenline Partners, LLC 1,042,786$53,955,15410.09%
FLC Capital Advisors 713,899$34,309,97010.04%
Altiora Financial Group, LLC 442,282$21,256,0789.34%
Bell Investment Advisors, Inc 854,343$41,059,7059.11%
LOWERY THOMAS, LLC 187,574$9,014,8268.86%
Comprehensive Wealth Management, LLC 211,208$10,150,6568.79%
United Capital Management of KS, Inc. 566,358$27,219,1678.72%
View complete list of SCHWAB STRATEGIC TR shareholders