Topel & Distasi Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$6,968,000
-0.6%
140,664
+2.0%
2.92%
+2.1%
Q4 2021$7,011,000137,8702.86%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Reliant Wealth Planning 724,182$36,824,00017.91%
Fund Evaluation Group, LLC 2,846,427$145,663,00015.73%
IFS Advisors, LLC 353,780$17,989,00012.64%
Passive Capital Management, LLC. 404,151$20,551,05411.64%
STRATEGIC WEALTH MANAGEMENT INC 457,418$23,260,00011.50%
Edgehill Endowment Partners, LLC 808,660$41,120,00011.41%
ASSET PLANNING CORPORATION 223,363$11,358,0009.72%
Traverso Chambers Private Wealth Management, LLC 614,306$31,237,0009.26%
Tradewinds Capital Management, LLC 1,051,636$53,476,0008.20%
STERLING INVESTMENT MANAGEMENT, LLC 247,159$12,568,0007.83%
View complete list of SCHWAB STRATEGIC TR shareholders