REDMONT WEALTH ADVISORS LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.

Quarter-by-quarter ownership
REDMONT WEALTH ADVISORS LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$328,050
+8.3%
5,0000.0%0.38%
-2.3%
Q3 2022$303,000
-3.5%
5,0000.0%0.39%
+3.7%
Q2 2022$314,000
-17.2%
5,0000.0%0.38%
-5.7%
Q1 2022$379,000
-5.7%
5,0000.0%0.40%
-6.3%
Q4 2021$402,0005,0000.43%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
MONEYWISE, INC. 237,889$16,100,31210.10%
Newton One Investments LLC 217,434$14,715,9158.76%
FINANCIAL CONSULATE, INC 287,547$19,461,1858.59%
Mokosak Advisory Group, LLC 306,853$20,767,6058.44%
Legacy Wealth Management, Inc 1,371,043$92,792,2028.11%
Pillar Wealth Advisors, LLC 132,470$8,965,5477.76%
Noble Family Wealth, LLC 338,684$22,922,1347.73%
Northeast Financial Group, Inc. 185,664$12,565,7587.72%
HHM Wealth Advisors, LLC 574,019$38,849,6497.59%
Summit Financial Strategies, Inc. 586,293$39,680,2807.56%
View complete list of SCHWAB STRATEGIC TR shareholders