Opus Capital Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.

Quarter-by-quarter ownership
Opus Capital Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$855
-3.3%
20,642
+2.3%
0.15%
-0.7%
Q2 2023$884
+2.6%
20,176
-1.9%
0.15%
-3.2%
Q1 2023$862
+3.0%
20,561
-0.5%
0.16%
-2.5%
Q4 2022$837
-99.9%
20,663
+0.2%
0.16%
-4.1%
Q3 2022$779,000
-5.2%
20,617
-2.2%
0.17%
+1.2%
Q2 2022$822,000
-21.3%
21,081
-4.4%
0.17%
-18.1%
Q1 2022$1,045,000
-1.4%
22,056
+113.1%
0.20%
-6.8%
Q4 2021$1,060,000
+1.8%
10,352
-0.4%
0.22%
-7.2%
Q3 2021$1,041,000
-3.9%
10,3950.0%0.24%
-4.1%
Q2 2021$1,083,000
+4.5%
10,395
-0.0%
0.25%
-1.2%
Q1 2021$1,036,000
+14.1%
10,398
+1.9%
0.25%
+7.8%
Q4 2020$908,000
+34.9%
10,200
+3.5%
0.23%
+17.3%
Q3 2020$673,000
+8.2%
9,852
+3.5%
0.20%
+3.7%
Q2 2020$622,000
+27.7%
9,519
+0.8%
0.19%
+10.5%
Q1 2020$487,0009,4430.17%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Filbrandt Wealth Management, LLC 365,523$36,589,00021.00%
MONEYWISE, INC. 215,007$21,522,00014.04%
Newman Dignan & Sheerar, Inc. 46,831$46,878,00013.54%
Strategic Financial Planning, Inc. 166,074$16,624,00012.17%
APPLETON GROUP, LLC 136,780$13,692,00011.78%
Financial Advisors, LLC 337,483$33,782,00011.43%
FIDELIS iM, LLC 161,460$16,162,00010.03%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 202,305$20,251,0009.67%
Mokosak Advisory Group, LLC 200,468$20,067,0008.32%
Pacific Edge Advisors, LLC 151,675$15,183,0007.38%
View complete list of SCHWAB STRATEGIC TR shareholders