Carroll Financial Associates, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2020$328,000
-33.5%
5,644
-32.9%
0.02%
-42.1%
Q3 2020$493,000
+24.2%
8,410
+24.5%
0.04%
+15.2%
Q2 2020$397,000
+264.2%
6,754
+262.1%
0.03%
+200.0%
Q1 2020$109,0001,8650.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
INSIGHT 2811, INC. 807,846$47,033,00027.69%
HC Advisors, LLC 361,486$21,046,00014.39%
WNY Asset Management, LLC 449,186$26,151,00013.22%
Your Advocates Ltd., LLP 290,480$16,912,00012.44%
ASSET PLANNING CORPORATION 154,794$9,012,0008.94%
BerganKDV Wealth Management, LLC 878,389$51,140,0007.19%
Clear Perspectives Financial Planning, LLC 155,878$9,075,0005.75%
HARVEST GROUP WEALTH MANAGEMENT, LLC 158,901$9,251,0005.52%
STERLING INVESTMENT MANAGEMENT, LLC 115,933$6,750,0004.79%
Beacon Wealthcare, Inc 117,758$6,856,0003.99%
View complete list of SCHWAB STRATEGIC TR shareholders