Capasso Planning Partners LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.

Quarter-by-quarter ownership
Capasso Planning Partners LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$234,975
+6.8%
5,244
+0.0%
0.15%
-2.6%
Q3 2022$220,000
-5.2%
5,243
+0.0%
0.15%
-6.7%
Q2 2022$232,000
-19.2%
5,242
-2.6%
0.16%
-18.7%
Q1 2022$287,000
+43.5%
5,384
+203.5%
0.20%
+39.0%
Q4 2021$200,0001,7740.15%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 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