HM PAYSON & CO - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,522,375
-0.6%
75,0000.0%0.08%
+3.8%
Q2 2023$3,545,250
+14.7%
75,000
+15.4%
0.08%
+8.1%
Q1 2023$3,091,725
+1.4%
65,0000.0%0.07%
-2.6%
Q4 2022$3,047,85065,0000.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Copperleaf Capital, LLC 145,716$7,076,0006.28%
CLIENT 1ST ADVISORY GROUP, LLC 218,698$10,620,0005.19%
Kaizen Financial Strategies 70,899$3,443,0002.70%
FLC Capital Advisors 180,398$8,760,0002.46%
TAP Consulting, LLC 87,397$4,244,0001.11%
VAN STRUM & TOWNE INC. 42,627$2,070,0000.78%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 25,760$1,251,0000.77%
Midwest Heritage Bank, FSB 19,689$956,0000.75%
Financial Architects, Inc 98,444$4,780,0000.68%
Baldrige Asset Management LLC 32,807$1,593,0000.65%
View complete list of SCHWAB STRATEGIC TR shareholders