HAZLETT, BURT & WATSON, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
HAZLETT, BURT & WATSON, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$69
-2.8%
1,0650.0%0.05%
-3.8%
Q2 2023$71
+2.9%
1,065
+0.6%
0.05%
-5.4%
Q1 2023$691,0590.06%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 799,353$51,526,26720.95%
Northern Capital Management, Inc. 327,595$21,116,76519.72%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 855,582$55,150,81115.93%
Financial Advisors, LLC 882,369$56,877,50614.08%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 452,456$29,165,33611.73%
Avantax Planning Partners, Inc. 4,281,644$275,994,77511.54%
MATHER GROUP, LLC. 9,862,059$635,708,29711.28%
Gemmer Asset Management LLC 1,251,115$80,646,88910.88%
BALLAST ADVISORS LLC 365,349$23,550,3789.39%
GenWealth Group, Inc. 422,363$27,225,5308.26%
View complete list of SCHWAB STRATEGIC TR shareholders