Great Waters Wealth Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.

Quarter-by-quarter ownership
Great Waters Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,905,438
-9.0%
38,139
-5.9%
0.38%
-9.1%
Q2 2023$2,094,642
+6.2%
40,515
-1.2%
0.42%
-0.2%
Q1 2023$1,972,120
+0.7%
41,017
-1.4%
0.42%
-1.2%
Q4 2022$1,959,15441,6040.42%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
HT Partners LLC 1,241,990$140,357,00041.02%
Evergreen Advisors, LLC 988,458$111,706,00038.11%
Socha Financial Group, LLC 437,907$49,487,82337.57%
Strid Group, LLC 1,183,312$133,748,00027.41%
Morton Brown Family Wealth, LLC 312,427$35,314,00027.06%
AGILIS PARTNERS LLC 472,544$53,402,00026.72%
Members Advisory Group LLC 357,871$40,442,00026.70%
Evensky & Katz LLC 2,001,636$226,205,00021.79%
JBJ Investment Partners, LLC 802,463$90,686,00018.71%
Hanson & Doremus Investment Management 773,553$87,419,00018.70%
View complete list of SCHWAB STRATEGIC TR shareholders