AVANTAX ADVISORY SERVICES, INC. - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$328,371
+20.9%
13,716
+24.4%
0.00%
+33.3%
Q2 2023$271,559
+9.4%
11,026
+8.9%
0.00%0.0%
Q1 2023$248,322
-51.6%
10,127
-53.3%
0.00%
-57.1%
Q4 2022$513,555
-2.6%
21,696
-7.8%
0.01%
-12.5%
Q3 2022$527,000
-6.1%
23,544
+6.4%
0.01%0.0%
Q2 2022$561,000
-8.0%
22,124
+1.2%
0.01%0.0%
Q1 2022$610,000
-23.5%
21,852
-18.8%
0.01%
-33.3%
Q4 2021$797,000
-2.4%
26,897
+0.6%
0.01%
-14.3%
Q3 2021$817,000
-6.0%
26,745
+1.0%
0.01%
-12.5%
Q2 2021$869,000
+6.0%
26,470
+2.2%
0.02%
-11.1%
Q1 2021$820,000
-6.7%
25,905
-9.8%
0.02%
-14.3%
Q4 2020$879,000
-23.8%
28,732
-33.5%
0.02%
+10.5%
Q3 2020$1,154,000
+337.1%
43,194
+295.7%
0.02%
+137.5%
Q2 2020$264,000
-79.2%
10,917
-82.2%
0.01%
-78.9%
Q1 2020$1,270,000–61,404–0.04%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 1,097,098$26,264,53120.43%
Red Tortoise LLC 403,032$9,648,5926.46%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 919,736$21,996,3726.36%
Heartwood Wealth Advisors LLC 1,779,025$42,589,8596.28%
Bishop & Co Investment Management, LLC 0$137,0086.15%
Upper Left Wealth Management, LLC 210,113$5,030,1065.23%
BlueSky Wealth Advisors, LLC 967,612$23,164,6204.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 448,428$10,735,3764.32%
Rainsberger Wealth Advisors, Inc. 293,900$7,035,9734.32%
Consilium Wealth Advisory, LLC 257,197$6,157,3074.31%
View complete list of SCHWAB STRATEGIC TR shareholders