OLIVER LAGORE VANVALIN INVESTMENT GROUP - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.

Quarter-by-quarter ownership
OLIVER LAGORE VANVALIN INVESTMENT GROUP ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$766
-23.4%
16
-42.9%
0.00%
-100.0%
Q1 2022$1,000280.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 543,789$30,272,7447.99%
JUNCTURE WEALTH STRATEGIES, LLC 242,426$13,495,8676.13%
Beacon Wealthcare LLC 162,768$9,061,3174.36%
Curbstone Financial Management Corp 121,718$6,776,0411.54%
VERITY Wealth Advisors 18,696$1,040,8060.90%
Boltwood Capital Management 47,635$2,651,8400.88%
Modus Advisors, LLC 26,555$1,478,3420.60%
Aletheian Wealth Advisors LLC 11,379$633,4740.42%
First National Bank of Mount Dora, Trust Investment Services 27,313$1,520,5140.40%
Bartlett & Co. LLC 372,024$20,8000.34%
View complete list of SCHWAB STRATEGIC TR shareholders