Mill Creek Capital Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mill Creek Capital Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$495,032
-4.5%
15,3500.0%0.02%
-5.9%
Q2 2023$518,363
-10.7%
15,350
-10.9%
0.02%
-19.0%
Q1 2023$580,452
-64.2%
17,219
-66.6%
0.02%
-68.7%
Q4 2022$1,623,33951,5830.07%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Southern Wealth Management, LLP 677,322$22,832,5228.86%
Morton Brown Family Wealth, LLC 285,054$9,609,1785.73%
Johnson Financial Group, LLC 995,782$33,567,8115.04%
ACT WEALTH MANAGEMENT, LLC 242,757$8,183,3364.87%
Strategic Financial Planning, Inc. 157,219$5,299,8494.84%
JFG Wealth Management, LLC 361,825$12,197,1214.16%
McAdam, LLC 1,087,429$36,657,2443.30%
Kathleen S. Wright Associates Inc. 147,082$4,958,1483.26%
Brand Asset Management Group, Inc. 181,281$6,110,9973.08%
Vise Technologies, Inc. 337,078$11,362,8992.99%
View complete list of SCHWAB STRATEGIC TR shareholders