Heirloom Wealth Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.

Quarter-by-quarter ownership
Heirloom Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$578,513
-38.9%
8,176
-37.3%
0.26%
-37.5%
Q2 2023$946,761
-30.1%
13,037
-29.6%
0.41%
-36.5%
Q1 2023$1,355,207
-73.9%
18,524
-73.1%
0.65%
-80.0%
Q4 2022$5,193,52368,7523.24%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Asset Advisors Investment Management, LLC 1,418,223$75,166,00012.40%
Pinkerton Retirement Specialists, LLC 511,031$27,085,00010.91%
Summit Asset Management, LLC 426,264$22,592,00010.47%
USAdvisors Wealth Management, LLC 240,972$12,772,0009.15%
Avantax Planning Partners, Inc. 2,121,326$112,430,0009.00%
Q3 Asset Management 82,335$4,365,0008.43%
Acorn Wealth Advisors, LLC 149,856$7,544,0007.44%
Sharkey, Howes & Javer 225,870$11,971,0006.26%
Financial Sense Advisors, Inc. 253,744$13,448,0005.68%
ROCKY MOUNTAIN ADVISERS, LLC 26,059$1,381,0004.73%
View complete list of SCHWAB STRATEGIC TR shareholders