CASTLE WEALTH MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CASTLE WEALTH MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$1,000
-50.0%
300.0%0.00%0.0%
Q2 2022$2,000300.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Cornerstone Wealth Advisors, Inc. 608,014$30,662,14611.14%
BerganKDV Wealth Management, LLC 1,770,773$89,300,0929.20%
LIBRA WEALTH LLC 271,717$13,702,6887.94%
HC Advisors, LLC 227,517$11,473,7057.09%
Morningstar Investment Management LLC 934,158$47,1107.02%
WestHill Financial Advisors, Inc. 442,569$22,318,7556.68%
Beacon Wealthcare LLC 251,479$12,682,0866.63%
Charles Schwab Investment Advisory, Inc. 76,816,412$3,873,851,6696.17%
FLC Capital Advisors 364,254$18,369,3295.62%
Moisand Fitzgerald Tamayo, LLC 502,831$25,357,7685.42%
View complete list of SCHWAB STRATEGIC TR shareholders