LUTS & GREENLEIGH GROUP, INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.

Quarter-by-quarter ownership
LUTS & GREENLEIGH GROUP, INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$528,706
-4.2%
11,954
+0.0%
0.66%
-3.5%
Q2 2023$551,681
-1.6%
11,951
+0.0%
0.68%
-4.4%
Q1 2023$560,556
+2.8%
11,950
+0.0%
0.71%
+2.9%
Q4 2022$545,44311,9480.69%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
KilterHowling LLC 303,192$13,737,64216.50%
Northeast Financial Group, Inc. 387,518$17,558,43615.83%
HENGEHOLD CAPITAL MANAGEMENT LLC 1,418,864$64,289,0009.88%
Alliance Wealth Management Group 518,384$23,488,0009.13%
BlueSky Wealth Advisors, LLC 865,091$39,197,0009.10%
Total Wealth Planning, LLC 668,447$30,287,0008.60%
MorganRosel Wealth Management, LLC 342,844$15,534,0007.79%
Clay Northam Wealth Management, LLC 135,684$6,148,0007.67%
McAdam, LLC 1,405,033$63,662,0006.90%
Bond & Devick Financial Network, Inc. 183,979$8,336,0006.89%
View complete list of SCHWAB STRATEGIC TR shareholders