Wealth Management Solutions, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealth Management Solutions, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$240,000
-15.5%
11,3980.0%0.14%
-8.8%
Q1 2022$284,000
-4.4%
11,398
+102.5%
0.15%
-3.3%
Q4 2021$297,0005,6280.15%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 269,875$11,275,00011.20%
Fund Evaluation Group, LLC 1,633,682$68,255,00010.86%
HAYS ADVISORY LLC 301,443$12,594,0006.96%
Q3 Asset Management 143,943$6,007,0006.59%
MONEYWISE, INC. 183,016$7,646,0006.54%
Whitnell & Co. 350,288$14,635,0006.09%
Financial Engines Advisors L.L.C. 6,093,935$254,612,0006.05%
Brand Asset Management Group, Inc. 189,301$7,909,0006.04%
Moisand Fitzgerald Tamayo, LLC 222,165$9,282,0005.40%
Northwest Quadrant Wealth Management, LLC 164,078$6,855,0004.58%
View complete list of SCHWAB STRATEGIC TR shareholders