REDMONT WEALTH ADVISORS LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.

Quarter-by-quarter ownership
REDMONT WEALTH ADVISORS LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$448,389
+6.8%
10,0060.0%0.53%
-3.7%
Q3 2022$420,000
-20.8%
10,006
-16.6%
0.55%
-15.0%
Q2 2022$530,000
-17.3%
12,0000.0%0.64%
-5.9%
Q1 2022$641,000
-5.5%
12,000
+100.0%
0.68%
-5.9%
Q4 2021$678,0006,0000.72%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
HT Partners LLC 1,241,990$140,357,00041.02%
Evergreen Advisors, LLC 988,458$111,706,00038.11%
Socha Financial Group, LLC 437,907$49,487,82337.57%
Strid Group, LLC 1,183,312$133,748,00027.41%
Morton Brown Family Wealth, LLC 312,427$35,314,00027.06%
AGILIS PARTNERS LLC 472,544$53,402,00026.72%
Members Advisory Group LLC 357,871$40,442,00026.70%
Evensky & Katz LLC 2,001,636$226,205,00021.79%
JBJ Investment Partners, LLC 802,463$90,686,00018.71%
Hanson & Doremus Investment Management 773,553$87,419,00018.70%
View complete list of SCHWAB STRATEGIC TR shareholders