ICA Group Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.

Quarter-by-quarter ownership
ICA Group Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2024$19,381
+25.0%
402
+25.6%
0.00%
+33.3%
Q4 2023$15,504
+22.7%
320
+21.7%
0.00%0.0%
Q2 2023$12,640
-10.3%
263
-9.9%
0.00%0.0%
Q4 2022$14,0862920.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Pacific Sage Partners, LLC 1,340,809$64,439,27919.08%
Morningstar Investment Management LLC 1,809,885$86,98311.79%
Northeast Financial Group, Inc. 339,823$16,331,82310.47%
Greenline Partners, LLC 1,042,786$53,955,15410.09%
FLC Capital Advisors 713,899$34,309,97010.04%
Altiora Financial Group, LLC 442,282$21,256,0789.34%
Bell Investment Advisors, Inc 854,343$41,059,7059.11%
LOWERY THOMAS, LLC 187,574$9,014,8268.86%
Comprehensive Wealth Management, LLC 211,208$10,150,6568.79%
United Capital Management of KS, Inc. 566,358$27,219,1678.72%
View complete list of SCHWAB STRATEGIC TR shareholders