GUARDIAN WEALTH ADVISORS, LLC / NC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 568 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$27,078
+108.3%
555
+116.8%
0.01%
+150.0%
Q2 2022$13,0002560.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Pacific Sage Partners, LLC 1,340,809$64,439,27919.08%
Morningstar Investment Management LLC 1,809,885$86,98311.79%
Northeast Financial Group, Inc. 339,823$16,331,82310.47%
Greenline Partners, LLC 1,042,786$53,955,15410.09%
FLC Capital Advisors 713,899$34,309,97010.04%
Altiora Financial Group, LLC 442,282$21,256,0789.34%
Bell Investment Advisors, Inc 854,343$41,059,7059.11%
LOWERY THOMAS, LLC 187,574$9,014,8268.86%
Comprehensive Wealth Management, LLC 211,208$10,150,6568.79%
United Capital Management of KS, Inc. 566,358$27,219,1678.72%
View complete list of SCHWAB STRATEGIC TR shareholders