James J. Burns & Company, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
James J. Burns & Company, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$7,119
-2.1%
110,430
+1.9%
1.91%
+3.7%
Q2 2023$7,269
+1.6%
108,349
-0.7%
1.84%
-0.1%
Q1 2023$7,156
+37.6%
109,121
+38.5%
1.84%
-13.2%
Q4 2022$5,202
-99.9%
78,801
-2.2%
2.13%
+1.5%
Q3 2022$4,716,00080,6092.10%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 743,504$48,758,50820.77%
Northern Capital Management, Inc. 306,160$20,077,94317.20%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 796,611$52,241,75816.76%
Financial Advisors, LLC 866,550$56,828,37214.39%
Avantax Planning Partners, Inc. 4,285,341$281,032,68211.41%
Gemmer Asset Management LLC 1,178,987$77,317,98011.31%
BALLAST ADVISORS LLC 410,474$26,918,86510.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 436,630$28,634,21510.71%
MATHER GROUP, LLC. 8,592,533$563,498,30910.01%
IVC Wealth Advisors LLC 186,278$12,216,1308.66%
View complete list of SCHWAB STRATEGIC TR shareholders