AHL INVESTMENT MANAGEMENT, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
AHL INVESTMENT MANAGEMENT, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$220,663
-1.2%
4,989
+3.1%
0.20%
-1.0%
Q2 2023$223,276
+8.9%
4,837
+12.7%
0.20%
-3.9%
Q2 2022$205,000
-5.1%
4,292
+0.3%
0.21%
+4.0%
Q1 2022$216,000
-5.7%
4,281
+0.7%
0.20%
-5.3%
Q4 2021$229,0004,2500.21%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 584,917$25,870,87915.17%
Pinnacle Wealth Management, LLC 233,275$10,317,75312.52%
Pioneer Wealth Management Group 348,940$15,433,62311.76%
FINANCIAL LIFE ADVISORS 526,806$23,300,61810.03%
FFG RETIREMENT ADVISORS LLC 262,768$11,622,2299.64%
KilterHowling LLC 240,339$10,630,1869.36%
RATIONAL ADVISORS LLC 2,312,140$102,265,9529.26%
BlueSky Wealth Advisors, LLC 995,422$44,027,5179.00%
Waterford Advisors, LLC 347,825$15,384,3008.61%
Members Advisory Group LLC 276,811$12,243,4377.91%
View complete list of SCHWAB STRATEGIC TR shareholders