Roberts Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
Roberts Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$869,590
-4.9%
21,371
+2.4%
0.38%
-5.0%
Q2 2023$914,150
+6.2%
20,871
-0.2%
0.40%
+1.8%
Q1 2023$861,074
+2.2%
20,9100.0%0.40%
-2.7%
Q4 2022$842,25520,9100.41%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Spectrum Management Group, LLC 682,986$37,291,00026.25%
KAYS FINANCIAL ADVISORY CORP /ADV 426,567$22,864,00016.48%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 379,039$20,316,00014.73%
Financial Management Professionals, Inc. 360,667$19,332,00013.29%
HBK Sorce Advisory LLC 569,484$30,524,00011.14%
MERIDIAN MANAGEMENT CO 176,905$9,482,0007.51%
Tuttle Capital Management, LLC 116,803$6,260,0005.31%
Avior Wealth Management, LLC 101,059$5,417,0004.52%
SVA Wealth Management, LLC 129,431$6,938,0003.28%
Gemmer Asset Management LLC 79,581$4,266,0003.04%
View complete list of SCHWAB STRATEGIC TR shareholders