Cassaday & Co Wealth Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 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
Cassaday & Co Wealth Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,156,369
-3.8%
17,939
+0.2%
0.05%0.0%
Q2 2023$1,201,426
-3.8%
17,908
-6.0%
0.05%
-9.4%
Q1 2023$1,249,290
-5.4%
19,050
-4.8%
0.05%
-13.1%
Q4 2022$1,320,92820,0080.06%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
TMFS HOLDINGS LLC 4,093,555$173,731,00026.11%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,016,523$43,141,0007.25%
Summit Asset Management, LLC 238,039$10,102,0006.85%
VALENTINE VENTURES LLC 137,903$5,853,0006.68%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 618,748$26,260,0006.65%
Gemmer Asset Management LLC 208,582$8,852,0005.23%
Sequoia Financial Advisors, LLC 253,518$10,759,0004.34%
Newman Dignan & Sheerar, Inc. 132,601$5,628,0003.97%
AVALON CAPITAL MANAGEMENT 100,257$4,255,0003.84%
Moisand Fitzgerald Tamayo, LLC 90,364$3,835,0003.29%
View complete list of SCHWAB STRATEGIC TR shareholders