Werba Rubin Papier Wealth Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Werba Rubin Papier Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$4,289,462
-7.9%
66,544
-4.2%
1.53%
-5.6%
Q2 2023$4,658,856
+3.5%
69,442
+1.1%
1.62%
-8.6%
Q1 2023$4,502,719
-13.2%
68,660
-12.6%
1.77%
-17.3%
Q4 2022$5,189,40778,6032.14%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Avantax Planning Partners, Inc. 6,297,083$374,865,00019.29%
Treybourne Wealth Planners, Inc. 366,639$21,826,00015.72%
APPLETON GROUP, LLC 254,812$15,169,00014.80%
Mokosak Advisory Group, LLC 482,360$28,720,00013.72%
Reby Advisors, LLC 792,867$47,199,00012.36%
BALLAST ADVISORS LLC 363,562$21,643,00011.15%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 272,604$16,228,0009.64%
GenWealth Group, Inc. 459,420$27,349,0009.06%
Northern Capital Management, Inc. 154,928$9,223,0008.98%
Krilogy Financial LLC 1,199,885$71,429,0008.57%
View complete list of SCHWAB STRATEGIC TR shareholders