Wilson & Boucher Capital Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wilson & Boucher Capital Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$853,271
-4.5%
20,600
+1.0%
0.81%
+0.7%
Q2 2023$893,427
+3.0%
20,398
-1.4%
0.80%
-3.5%
Q1 2023$867,761
+3.5%
20,695
+0.0%
0.83%
-2.9%
Q4 2022$838,280
+13.6%
20,693
+6.0%
0.86%0.0%
Q3 2022$738,000
-1.9%
19,526
+1.2%
0.86%
+4.0%
Q2 2022$752,000
-20.7%
19,287
-3.6%
0.83%
-3.8%
Q1 2022$948,000
-5.6%
20,015
+104.1%
0.86%
-5.0%
Q4 2021$1,004,0009,8070.90%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 231,597$14,053,00013.94%
TD Ameritrade Trust Co 500,855$30,392,00012.72%
B & T Capital Management DBA Alpha Capital Management 375,703$22,798,00010.67%
MONEYWISE, INC. 172,243$10,452,0009.91%
MARSHALL FINANCIAL GROUP INC /ADV 163,016$9,892,0009.37%
PIERSHALE FINANCIAL GROUP, INC. 243,277$14,762,0008.96%
Sharkey, Howes & Javer 223,524$13,563,0008.83%
Tradewinds Capital Management, LLC 269,059$16,327,0008.03%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 164,831$10,002,0007.92%
Gemmer Asset Management LLC 402,935$24,450,0007.54%
View complete list of SCHWAB STRATEGIC TR shareholders