Palisade Asset Management, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.

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Quarter-by-quarter ownership
Palisade Asset Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$1,241,000
-3.0%
32,8260.0%0.17%
+3.7%
Q2 2022$1,280,000
-17.7%
32,8260.0%0.16%
-7.9%
Q1 2022$1,555,000
-6.1%
32,826
+103.0%
0.18%
-3.8%
Q4 2021$1,656,000
+2.3%
16,1700.0%0.18%
-6.1%
Q3 2021$1,619,000
-3.9%
16,1700.0%0.20%
-0.5%
Q2 2021$1,685,000
+4.5%
16,1700.0%0.20%
-4.3%
Q1 2021$1,612,000
+13.4%
16,170
+1.2%
0.21%
+6.7%
Q4 2020$1,422,000
+31.9%
15,974
+1.3%
0.19%
+19.8%
Q3 2020$1,078,000
+4.6%
15,7750.0%0.16%
-1.2%
Q2 2020$1,031,000
+26.8%
15,7750.0%0.16%
+10.8%
Q1 2020$813,000
-31.9%
15,7750.0%0.15%
-15.4%
Q4 2019$1,193,000
+8.5%
15,7750.0%0.18%
+4.2%
Q3 2019$1,100,000
-2.5%
15,7750.0%0.17%
-4.0%
Q2 2019$1,128,000
+4.1%
15,775
+1.8%
0.18%
+1.7%
Q1 2019$1,084,000
+15.3%
15,4950.0%0.17%
+24.6%
Q4 2018$940,000
-20.3%
15,4950.0%0.14%
-11.5%
Q3 2018$1,180,000–15,495–0.16%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2019
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 315,961$13,087,10912.05%
Financial Advisors, LLC 984,705$40,786,48010.10%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 811,567$33,595,3249.71%
FIDELIS iM, LLC 385,576$15,9719.36%
MONEYWISE, INC. 355,217$14,713,0889.23%
Mokosak Advisory Group, LLC 497,025$20,587,0518.37%
Waterford Advisors, LLC 301,949$12,506,7107.00%
MERIDIAN MANAGEMENT CO 515,951$21,370,7016.97%
ForthRight Wealth Management, LLC 357,436$14,804,9816.38%
MARSHALL FINANCIAL GROUP INC /ADV 372,476$15,427,9526.28%
View complete list of SCHWAB STRATEGIC TR shareholders