Family Asset Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Family Asset Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2024$8,361
+423.5%
173
+424.2%
0.01%
+400.0%
Q4 2023$1,597
-94.5%
33
-94.7%
0.00%
-95.2%
Q3 2023$28,9776170.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2024
NameSharesValueWeighting ↓
CLIENT 1ST ADVISORY GROUP, LLC 322,963$16,489,0008.42%
Copperleaf Capital, LLC 112,181$5,727,0005.51%
Spectrum Planning & Advisory Services Inc. 89,709$4,580,0004.49%
Northstar Advisory Group, LLC 89,709$4,580,0004.49%
Horst & Graben Wealth Management LLC 289,537$14,782,0004.07%
Clearview Wealth Advisors LLC 124,381$6,350,0004.02%
VIVID FINANCIAL MANAGEMENT, INC. 166,948$8,524,0003.50%
Kaizen Financial Strategies 76,469$3,904,0003.15%
Cooper Financial Group 268,553$13,711,0002.84%
CCG WEALTH MANAGEMENT, LLC 93,818$4,790,0002.77%
View complete list of SCHWAB STRATEGIC TR shareholders