Pineno Levin & Ford Asset Management, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
Pineno Levin & Ford Asset Management, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$310,000
+8.4%
3,028
+6.2%
0.09%
-1.1%
Q3 2021$286,000
-1.0%
2,852
+2.9%
0.09%
-1.1%
Q2 2021$289,0002,7720.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 301,624$12,647,10511.56%
MONEYWISE, INC. 418,944$17,566,33611.36%
Financial Advisors, LLC 934,943$39,202,1429.93%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 712,588$29,878,8029.58%
FIDELIS iM, LLC 368,904$15,468,1499.23%
Mokosak Advisory Group, LLC 470,550$19,731,7158.41%
Ascension Capital Advisors, Inc. 241,825$10,139,7257.83%
MERIDIAN MANAGEMENT CO 508,516$21,322,0766.99%
Marcum Wealth, LLC 1,271,131$53,298,5366.65%
Waterford Advisors, LLC 291,287$12,2146.61%
View complete list of SCHWAB STRATEGIC TR shareholders