HM PAYSON & CO - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 553 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 65.93 and the average weighting 1.1%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$47,062
-33.8%
695
-30.5%
0.00%
-50.0%
Q2 2023$71,055
-17.0%
1,000
-20.8%
0.00%0.0%
Q1 2023$85,651
+167.7%
1,262
+140.4%
0.00%
+100.0%
Q4 2019$32,000
+6.7%
5250.0%0.00%0.0%
Q3 2019$30,0005250.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
MONEYWISE, INC. 237,889$16,100,31210.10%
Newton One Investments LLC 217,434$14,715,9158.76%
FINANCIAL CONSULATE, INC 287,547$19,461,1858.59%
Mokosak Advisory Group, LLC 306,853$20,767,6058.44%
Legacy Wealth Management, Inc 1,371,043$92,792,2028.11%
Pillar Wealth Advisors, LLC 132,470$8,965,5477.76%
Noble Family Wealth, LLC 338,684$22,922,1347.73%
Northeast Financial Group, Inc. 185,664$12,565,7587.72%
HHM Wealth Advisors, LLC 574,019$38,849,6497.59%
Summit Financial Strategies, Inc. 586,293$39,680,2807.56%
View complete list of SCHWAB STRATEGIC TR shareholders