Glass Jacobson Investment Advisors llc - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 384 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.94 and the average weighting 0.6%.

Quarter-by-quarter ownership
Glass Jacobson Investment Advisors llc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$19,720
-1.9%
411
+0.7%
0.01%0.0%
Q2 2023$20,111
+1.4%
408
+1.2%
0.01%
-10.0%
Q4 2022$19,8434030.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Almanack Investment Partners, LLC. 844,276$45,405,00012.84%
Tradewinds Capital Management, LLC 534,748$28,759,00010.54%
HARVEST GROUP WEALTH MANAGEMENT, LLC 186,575$10,034,0009.22%
Beacon Wealthcare, Inc 187,757$10,098,0008.20%
Invst, LLC 265,764$14,205,0007.12%
Swaine & Leidel Wealth Services, LLC 98,082$5,275,0006.67%
BerganKDV Wealth Management, LLC 572,417$30,785,0006.29%
Northwest Capital Management Inc 92,968$5,000,0006.03%
FLC Capital Advisors 232,831$12,522,0005.67%
55I, LLC 131,531$7,074,0005.61%
View complete list of SCHWAB STRATEGIC TR shareholders