Farther Finance Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.

Quarter-by-quarter ownership
Farther Finance Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$256,713
+48.3%
10,723
+52.6%
0.04%
+5.3%
Q2 2023$173,055
-43.0%
7,026
-43.3%
0.04%
-57.3%
Q1 2023$303,803
+5.3%
12,390
+1.6%
0.09%
-20.5%
Q4 2022$288,60812,1930.11%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
VALENTINE VENTURES LLC 966,669$25,365,00026.47%
Hamilton Capital, LLC 2,360,205$61,932,00021.39%
Pension Partners, LLC 601,523$15,784,329,00019.13%
COOPER/HAIMS ADVISORS, LLC 767,263$20,133,00012.51%
B & T Capital Management DBA Alpha Capital Management 1,161,562$30,479,00011.50%
Holistic Financial Partners 424,964$11,151,00011.11%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 446,030$11,704,00010.90%
Ironwood Wealth Management, LLC. 390,240$10,240,0007.84%
Northwest Capital Management Inc 236,814$6,214,0006.79%
MATHER GROUP, LLC. 3,145,798$82,546,0006.67%
View complete list of SCHWAB STRATEGIC TR shareholders