J.W. COLE ADVISORS, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 771 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.93 and the average weighting 1.0%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,411,705
-23.8%
48,215
-21.8%
0.25%
-21.3%
Q2 2023$4,475,408
-31.5%
61,628
-31.0%
0.32%
-31.4%
Q1 2023$6,534,868
+18.3%
89,323
+22.1%
0.46%
+9.4%
Q4 2022$5,524,464
+11.6%
73,132
-1.9%
0.42%
+2.9%
Q3 2022$4,950,000
+19.4%
74,518
+28.8%
0.41%
+25.2%
Q2 2022$4,144,000
+140.7%
57,847
+165.1%
0.33%
+187.0%
Q1 2022$1,722,000
-49.3%
21,822
-48.0%
0.12%
-48.0%
Q4 2021$3,394,000
+145.4%
41,990
+129.7%
0.22%
+102.8%
Q2 2021$1,383,000
+86.1%
18,284
+79.6%
0.11%
+51.4%
Q1 2021$743,000
+13.6%
10,183
-0.1%
0.07%
+5.9%
Q4 2020$654,000
+3.0%
10,195
-11.2%
0.07%
+38.8%
Q3 2020$635,000
+10.8%
11,480
+16.1%
0.05%
-31.9%
Q4 2019$573,0009,8850.07%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 183,828$13,994,7913.68%
JUNCTURE WEALTH STRATEGIES, LLC 96,138$7,318,9863.32%
EisnerAmper Wealth Management Corporate Benefits, LLC 116,195$8,8463.23%
Curbstone Financial Management Corp 109,402$8,328,7741.89%
CHANNEL WEALTH LLC 51,864$3,948,4201.86%
High Net Worth Advisory Group LLC 60,890$4,635,8901.72%
RVW Wealth, LLC 203,168$15,467,2081.70%
Agate Pass Investment Management, LLC 33,226$2,529,4881.47%
Capital Market Strategies LLC 21,141$1,609,4641.40%
Arden Trust Co 90,983$6,926,5381.02%
View complete list of SCHWAB STRATEGIC TR shareholders