MERITAGE PORTFOLIO MANAGEMENT - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$3,469,000185,5820.29%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Matrix Trust Co 1,384,351$48,964,00014.38%
Moisand Fitzgerald Tamayo, LLC 309,625$10,951,0005.67%
Strategic Financial Planning, Inc. 148,447$5,253,0005.46%
Aurora Investment Managers, LLC. 162,558$5,750,0005.20%
Omega Financial Group, LLC 210,355$7,440,0004.53%
Northwest Quadrant Wealth Management, LLC 238,689$8,421,0003.34%
MONETA GROUP INVESTMENT ADVISORS LLC 912,383$32,271,0002.81%
Courage Miller Partners, LLC 144,223$5,080,0002.73%
BlueSky Wealth Advisors, LLC 256,528$9,409,0002.46%
Adams Chetwood Wealth Management LLC 70,441$2,491,0002.40%
View complete list of SCHWAB STRATEGIC TR shareholders