Lauterbach Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Lauterbach Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$230,661
+2.8%
4,816
+3.1%
0.18%
+5.2%
Q2 2023$224,483
-0.9%
4,671
+0.6%
0.17%
-6.0%
Q1 2023$226,529
-18.8%
4,643
-19.7%
0.18%
-35.6%
Q3 2022$279,000
+8.6%
5,779
+10.5%
0.28%
+16.4%
Q2 2022$257,0005,2290.24%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Reliant Wealth Planning 724,182$36,824,00017.91%
Fund Evaluation Group, LLC 2,846,427$145,663,00015.73%
IFS Advisors, LLC 353,780$17,989,00012.64%
Passive Capital Management, LLC. 404,151$20,551,05411.64%
STRATEGIC WEALTH MANAGEMENT INC 457,418$23,260,00011.50%
Edgehill Endowment Partners, LLC 808,660$41,120,00011.41%
ASSET PLANNING CORPORATION 223,363$11,358,0009.72%
Traverso Chambers Private Wealth Management, LLC 614,306$31,237,0009.26%
Tradewinds Capital Management, LLC 1,051,636$53,476,0008.20%
STERLING INVESTMENT MANAGEMENT, LLC 247,159$12,568,0007.83%
View complete list of SCHWAB STRATEGIC TR shareholders