BROGAN FINANCIAL, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
BROGAN FINANCIAL, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$304,695
+10.1%
4,502
+15.6%
0.27%
+14.5%
Q2 2023$276,662
+6.2%
3,895
+1.5%
0.23%
+4.0%
Q1 2023$260,408
+10.3%
3,838
+6.6%
0.22%
+6.6%
Q4 2022$236,1303,5990.21%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
MONEYWISE, INC. 271,083$17,785,78113.30%
Pillar Wealth Advisors, LLC 143,842$9,437,4439.10%
Newton One Investments LLC 212,657$13,952,4169.00%
Mokosak Advisory Group, LLC 289,102$18,997,0788.50%
Legacy Wealth Management, Inc 1,344,050$88,183,1258.43%
BLB&B Advisors, LLC 1,494,983$98,085,8337.60%
HHM Wealth Advisors, LLC 505,595$33,172,1027.58%
Sightline Wealth Advisors, LLC 106,868$7,011,5857.56%
Harbor Group, Inc. 176,614$11,587,6227.46%
Northeast Financial Group, Inc. 136,181$8,934,8447.08%
View complete list of SCHWAB STRATEGIC TR shareholders