Ledge Wealth Management, Inc. - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
Ledge Wealth Management, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$811,000
-61.0%
17,767
-61.3%
0.37%
-71.0%
Q3 2022$2,081,000
-23.0%
45,937
-18.6%
1.27%
-23.3%
Q2 2022$2,702,000
+50.6%
56,437
+59.1%
1.66%
+48.8%
Q1 2022$1,794,000–35,469–1.12%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 550,084$25,804,44015.48%
KilterHowling LLC 306,542$14,379,86514.03%
Tenret Co LLC 329,713$15,466,83713.73%
Pioneer Wealth Management Group 277,871$13,034,92611.60%
FFG RETIREMENT ADVISORS LLC 249,036$11,682,27910.00%
RATIONAL ADVISORS LLC 2,447,696$114,821,4199.38%
Members Advisory Group LLC 292,598$13,725,8378.87%
BlueSky Wealth Advisors, LLC 878,005$41,187,1978.52%
Horst & Graben Wealth Management LLC 704,902$33,067,0008.20%
Waterford Advisors, LLC 320,890$15,0538.15%
View complete list of SCHWAB STRATEGIC TR shareholders