ZRC WEALTH MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 106 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ZRC WEALTH MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,054,601
-6.4%
19,142
-3.6%
0.91%
-4.0%
Q2 2023$1,127,025
-29.5%
19,863
-32.8%
0.95%
-35.1%
Q1 2023$1,598,73229,5401.46%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Opes Wealth Management LLC 308,340$11,925,0008.15%
HHM Wealth Advisors, LLC 265,289$10,260,0006.05%
Leonard Rickey Investment Advisors P.L.L.C. 91,323$3,532,0002.38%
Tiller Private Wealth, Inc. 35,230$1,363,0001.15%
Callan Capital, LLC 88,992$3,442,0001.11%
Covenant Multifamily Offices, LLC 124,016$4,796,0001.05%
Hochman Cole Investment Advisors, Inc. 24,013$929,0000.55%
Retirement Planning Group, LLC 47,821$1,849,0000.42%
Vigilant Capital Management, LLC 79,410$3,071,0000.41%
SOL Capital Management CO 17,564$679,0000.18%
View complete list of SCHWAB STRATEGIC TR shareholders