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

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
James J. Burns & Company, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$9,236
-1.1%
208,837
+3.2%
2.48%
+4.7%
Q2 2023$9,339
-1.6%
202,352
-0.0%
2.37%
-3.2%
Q1 2023$9,493
+46.5%
202,415
+42.6%
2.45%
-7.6%
Q4 2022$6,482
-99.9%
141,985
+5.2%
2.65%
-2.5%
Q3 2022$6,116,000134,9772.72%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 584,917$25,870,87915.17%
Pinnacle Wealth Management, LLC 233,275$10,317,75312.52%
Pioneer Wealth Management Group 348,940$15,433,62311.76%
FINANCIAL LIFE ADVISORS 526,806$23,300,61810.03%
FFG RETIREMENT ADVISORS LLC 262,768$11,622,2299.64%
KilterHowling LLC 240,339$10,630,1869.36%
RATIONAL ADVISORS LLC 2,312,140$102,265,9529.26%
BlueSky Wealth Advisors, LLC 995,422$44,027,5179.00%
Waterford Advisors, LLC 347,825$15,384,3008.61%
Members Advisory Group LLC 276,811$12,243,4377.91%
View complete list of SCHWAB STRATEGIC TR shareholders