Ethos Financial Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Ethos Financial Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$222,162
-1.8%
4,6390.0%0.06%
-25.0%
Q2 2023$226,3370.0%4,6390.0%0.08%
+8.6%
Q1 2023$226,337
+1.1%
4,6390.0%0.07%
-7.9%
Q4 2022$223,7854,6390.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 426,950$21,279,00016.58%
Corrigan Financial, Inc. 344,961$17,192,84113.25%
Quantum Capital Management, LLC / NJ 600,742$29,941,0008.56%
USAdvisors Wealth Management, LLC 179,724$8,957,0007.11%
Invst, LLC 190,973$9,510,0006.11%
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 15,200$758,0005.99%
Carlton Hofferkamp & Jenks Wealth Management, LLC 172,778$8,607,0005.78%
JUNCTURE WEALTH STRATEGIES, LLC 173,913$8,668,0004.83%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 298,152$14,860,0004.78%
Relaxing Retirement Coach 249,182$12,419,0003.92%
View complete list of SCHWAB STRATEGIC TR shareholders