HOWE & RUSLING INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 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
HOWE & RUSLING INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$10,910
-29.5%
227
-28.4%
0.00%
-50.0%
Q1 2023$15,467
-73.8%
317
-73.0%
0.00%
-83.3%
Q2 2017$59,000
+490.0%
1,173
+517.4%
0.01%
+500.0%
Q1 2016$10,0001900.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
IFS Advisors, LLC 372,342$17,961,79431.05%
Pacific Sage Partners, LLC 1,344,960$64,880,85821.54%
COLTON GROOME FINANCIAL ADVISORS, LLC 701,340$33,832,64216.59%
Edgehill Endowment Partners, LLC 1,334,197$64,361,66614.01%
Mount Lucas Management LP 744,029$35,891,95911.76%
Altiora Financial Group, LLC 435,348$21,001,17910.48%
Northeast Financial Group, Inc. 273,143$13,176,39610.44%
FLC Capital Advisors 683,931$32,992,83110.26%
United Capital Management of KS, Inc. 480,057$23,157,9439.56%
Passive Capital Management, LLC. 428,577$20,674,5619.41%
View complete list of SCHWAB STRATEGIC TR shareholders