Mill Creek Capital Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Mill Creek Capital Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$474,647
-2.8%
19,8270.0%0.02%0.0%
Q2 2023$488,328
-19.6%
19,827
-19.9%
0.02%
-27.3%
Q1 2023$607,311
-76.4%
24,768
-77.2%
0.02%
-79.4%
Q4 2022$2,572,973108,7010.11%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 804,912$24,534,00014.79%
Holistic Financial Partners 671,681$20,473,00012.62%
Heartwood Wealth Advisors LLC 1,542,092$47,003,0007.32%
Jacobsen Capital Management 445,468$13,578,0006.86%
Radnor Financial Advisors, LLC 597,470$18,211,0006.57%
Hamilton Capital, LLC 2,470,565$75,303,0006.50%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 445,850$13,590,0006.49%
MATHER GROUP, LLC. 8,549,016$260,574,0006.27%
Northern Capital Management, Inc. 223,688$6,818,0005.83%
Red Tortoise LLC 314,225$7,039,0005.50%
View complete list of SCHWAB STRATEGIC TR shareholders