NATIONS FINANCIAL GROUP INC, /IA/ /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$4,476,861
-0.8%
187,003
+2.1%
0.45%
+1.8%
Q2 2023$4,513,347
+8.0%
183,245
+7.5%
0.44%
+1.1%
Q1 2023$4,178,612
+7.2%
170,416
+3.5%
0.44%0.0%
Q4 2022$3,899,135
+5.2%
164,728
-0.5%
0.44%
-18.4%
Q3 2022$3,708,000
-8.8%
165,557
+3.3%
0.54%
-1.6%
Q2 2022$4,067,000
-7.9%
160,243
+0.7%
0.55%
+2.8%
Q1 2022$4,417,000
+5.8%
159,069
+12.9%
0.53%
-3.5%
Q4 2021$4,175,000
-3.5%
140,954
-0.7%
0.55%
-16.3%
Q3 2021$4,326,000
-6.9%
141,927
+0.5%
0.66%
-15.6%
Q2 2021$4,645,000
+368.7%
141,263
+353.1%
0.78%
+244.2%
Q1 2021$991,000
+8.1%
31,180
+4.2%
0.23%
-6.2%
Q4 2020$917,000
+9.8%
29,915
-4.1%
0.24%
-6.9%
Q3 2020$835,000
+17.1%
31,210
+6.7%
0.26%
+2.4%
Q2 2020$713,000
+11.1%
29,261
-5.6%
0.25%
-7.7%
Q1 2020$642,000
-16.7%
31,013
+10.2%
0.27%
+3.0%
Q4 2019$771,000
+13.5%
28,153
+9.8%
0.27%
+9.0%
Q3 2019$679,00025,6370.24%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
Hamilton Capital, LLC 5,289,845$134,574,00061.22%
VALENTINE VENTURES LLC 817,105$19,226,00024.00%
Pension Partners, LLC 725,448$17,070,00019.66%
COOPER/HAIMS ADVISORS, LLC 713,485$16,788,00011.59%
Holistic Financial Partners 364,178$8,569,0008.93%
Live Your Vision, LLC 1,012,477$24,846,0008.35%
TOTAL INVESTMENT MANAGEMENT INC 911,923$23,391,0007.41%
Signature Financial Management, Inc. 1,293,148$30,429,0007.32%
Harborview Advisors, LLC 254,967$5,999,0007.03%
Ironwood Wealth Management, LLC. 302,458$7,117,0006.86%
View complete list of SCHWAB STRATEGIC TR shareholders