Cassady Schiller Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$25,090
-20.9%
606
-16.3%
0.01%
-17.6%
Q2 2023$31,708
-18.6%
724
-22.1%
0.02%
-5.6%
Q1 2023$38,941
+5.2%
929
+1.6%
0.02%
-21.7%
Q4 2022$37,006
+42.3%
914
+254.3%
0.02%
+43.8%
Q4 2021$26,0002580.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Spectrum Management Group, LLC 682,986$37,291,00026.25%
KAYS FINANCIAL ADVISORY CORP /ADV 426,567$22,864,00016.48%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 379,039$20,316,00014.73%
Financial Management Professionals, Inc. 360,667$19,332,00013.29%
HBK Sorce Advisory LLC 569,484$30,524,00011.14%
MERIDIAN MANAGEMENT CO 176,905$9,482,0007.51%
Tuttle Capital Management, LLC 116,803$6,260,0005.31%
Avior Wealth Management, LLC 101,059$5,417,0004.52%
SVA Wealth Management, LLC 129,431$6,938,0003.28%
Gemmer Asset Management LLC 79,581$4,266,0003.04%
View complete list of SCHWAB STRATEGIC TR shareholders