ZRC WEALTH MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.

Quarter-by-quarter ownership
ZRC WEALTH MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$230,539
-5.8%
3,406
-1.1%
0.20%
-3.4%
Q2 2023$244,666
+4.8%
3,445
+0.1%
0.21%
-3.7%
Q1 2023$233,5293,4420.21%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
HT Partners LLC 498,318$19,559,00012.67%
Brouwer & Janachowski, LLC 501,958$20,113,00010.86%
Legacy Wealth Management, Inc 839,037$33,620,0009.43%
OLD DOMINION CAPITAL MANAGEMENT INC 163,411$6,548,0008.27%
SVA Wealth Management, LLC 1,152,237$46,170,0007.99%
Sharkey, Howes & Javer 262,531$10,520,0007.34%
Financial Management Professionals, Inc. 352,400$14,120,0007.24%
Kernodle & Katon Asset Management Group, LLC 178,194$7,140,0006.84%
WealthTrust-Arizona, LLC 271,170$10,865,0006.54%
Moisand Fitzgerald Tamayo, LLC 168,942$6,770,0005.82%
View complete list of SCHWAB STRATEGIC TR shareholders