Geometric Wealth Advisors - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.

Quarter-by-quarter ownership
Geometric Wealth Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$697,698
-2.6%
20,545
+4.4%
0.22%
-2.7%
Q2 2023$716,362
+5.4%
19,686
+3.6%
0.22%
-5.9%
Q1 2023$679,611
+15.6%
18,999
+4.1%
0.24%
-0.4%
Q4 2022$588,138
+18.3%
18,259
+3.3%
0.24%
-0.4%
Q3 2022$497,000
-9.1%
17,679
+1.6%
0.24%
-12.5%
Q2 2022$547,000
-37.1%
17,396
-26.5%
0.27%
-89.5%
Q1 2022$869,00023,6762.60%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Riverpoint Wealth Management Holdings, LLC 969,014$27,626,00022.42%
Personal Capital Advisors Corp 16,035,075$443,851,00013.21%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 710,982$19,680,00012.84%
Live Your Vision, LLC 913,058$25,273,00010.74%
Financial Engines Advisors L.L.C. 7,628,401$211,154,00010.39%
APPLETON GROUP, LLC 280,370$7,761,00010.25%
Highland Private Wealth Management 708,288$19,605,00010.07%
HBK Sorce Advisory LLC 1,948,781$53,942,0009.75%
VECTOR WEALTH MANAGEMENT, LLC 493,780$13,668,0009.59%
BCWM, LLC 740,584$20,500,0009.54%
View complete list of SCHWAB STRATEGIC TR shareholders