AVAII WEALTH 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
AVAII WEALTH MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$465,820
+54.7%
14,444
+62.0%
0.35%
+52.8%
Q2 2023$301,059
+17.0%
8,915
+16.8%
0.23%
+3.1%
Q1 2023$257,241
+8.0%
7,631
+0.8%
0.22%
+5.2%
Q4 2022$238,228
-0.7%
7,570
+19.9%
0.21%
-4.1%
Q1 2022$240,0006,3150.22%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 824,796$27,853,3618.68%
Morton Brown Family Wealth, LLC 321,451$10,855,4085.80%
ACT WEALTH MANAGEMENT, LLC 256,993$8,678,6614.88%
Strategic Financial Planning, Inc. 152,947$5,165,0194.57%
Johnson Financial Group, LLC 950,666$32,103,9914.39%
JFG Wealth Management, LLC 335,757$11,338,5143.48%
McAdam, LLC 1,195,011$40,355,5173.33%
Kathleen S. Wright Associates Inc. 147,390$4,977,3693.17%
Brand Asset Management Group, Inc. 176,345$5,955,1702.84%
Upper Left Wealth Management, LLC 74,402$2,512,5562.79%
View complete list of SCHWAB STRATEGIC TR shareholders