Koesten, Hirschmann & Crabtree, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Koesten, Hirschmann & Crabtree, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$20,075
-2.9%
2760.0%0.02%0.0%
Q2 2023$20,666
+15.1%
276
+0.4%
0.02%
+14.3%
Q1 2023$17,9482750.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Management Professionals, Inc. 780,317$41,879,00019.60%
Marquette Asset Management, LLC 726,788$39,007,00015.87%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,223,840$65,684,00013.11%
HENGEHOLD CAPITAL MANAGEMENT LLC 459,100$24,640,0008.83%
Gemmer Asset Management LLC 264,202$14,180,0008.62%
Summit Asset Management, LLC 203,087$10,900,0007.46%
FAS Wealth Partners, Inc. 266,282$14,291,0007.16%
VALENTINE VENTURES LLC 131,099$6,991,0006.99%
Spectrum Asset Management, Inc. (NB/CA) 131,455$7,055,0006.08%
Newman Dignan & Sheerar, Inc. 123,380$6,622,0004.77%
View complete list of SCHWAB STRATEGIC TR shareholders