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

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Wilson & Boucher Capital Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$202,620
+0.2%
6,0000.0%0.18%
-5.7%
Q1 2023$202,260
-12.8%
6,000
-1.6%
0.19%
-7.6%
Q1 2022$232,000
-11.5%
6,100
-4.7%
0.21%
-11.0%
Q4 2021$262,0006,4000.24%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Radnor Financial Advisors, LLC 785,987$29,592,00013.75%
Southern Wealth Management, LLP 413,400$15,565,0005.90%
Northwest Capital Management Inc 197,819$7,447,0005.54%
Savant Capital, LLC 2,369,368$89,207,0005.19%
Strategic Financial Planning, Inc. 149,100$5,614,0004.92%
Tradewinds Capital Management, LLC 546,235$20,566,0004.45%
Johnson Financial Group, LLC 405,289$15,259,0004.14%
Brand Asset Management Group, Inc. 187,652$7,065,0003.97%
MATHER GROUP, LLC. 2,955,552$111,277,0003.63%
ACT WEALTH MANAGEMENT, LLC 146,471$5,515,0003.54%
View complete list of SCHWAB STRATEGIC TR shareholders