Cassaday & Co Wealth Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q1 2023
NameSharesValueWeighting ↓
GILL CAPITAL PARTNERS, LLC 118,083$8,277,6423.49%
Marotta Asset Management 8,179$573,3480.12%
CGN Advisors LLC 12,389$868,4690.12%
Pure Financial Advisors, LLC 30,761$2,156,3720.07%
MASSMUTUAL TRUST CO FSB/ADV 11,112$778,9510.03%
Anchor Investment Management, LLC 2,610$182,9810.02%
Bartlett & Co. LLC 12,247$8600.01%
Apella Capital, LLC 3,008$209,4770.01%
Versant Capital Management, Inc 511$35,8210.01%
BALDWIN BROTHERS LLC/MA 1,279$89,6580.01%
View complete list of SCHWAB STRATEGIC TR shareholders