JNBA Financial Advisors - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,126
-2.8%
470.0%0.00%
Q2 2023$1,158
+0.4%
470.0%0.00%
Q1 2023$1,153
-93.3%
47
-93.6%
0.00%
-100.0%
Q4 2022$17,326
+8.3%
7320.0%0.00%0.0%
Q3 2022$16,000
-36.0%
732
-25.0%
0.00%
-50.0%
Q2 2022$25,000
-13.8%
976
+2.1%
0.00%0.0%
Q3 2021$29,000
-6.5%
9560.0%0.00%0.0%
Q2 2021$31,000
+3.3%
9560.0%0.00%0.0%
Q1 2021$30,000
+3.4%
9560.0%0.00%
-20.0%
Q4 2020$29,000
-35.6%
956
-43.4%
0.01%
-44.4%
Q3 2020$45,000
+9.8%
1,6880.0%0.01%0.0%
Q2 2020$41,000
+17.1%
1,6880.0%0.01%
+12.5%
Q1 2020$35,000
-28.6%
1,688
-4.9%
0.01%
-11.1%
Q4 2019$49,000
+8.9%
1,7750.0%0.01%0.0%
Q3 2019$45,0000.0%1,775
+3.9%
0.01%0.0%
Q2 2019$45,000
+2.3%
1,7080.0%0.01%0.0%
Q1 2019$44,000
+10.0%
1,7080.0%0.01%0.0%
Q4 2018$40,000
-96.0%
1,708
-95.6%
0.01%
-98.0%
Q3 2018$1,008,000
+50300.0%
39,224
+44985.1%
0.45%
Q2 2018$2,000870.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 1,097,098$26,264,53120.43%
Red Tortoise LLC 403,032$9,648,5926.46%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 919,736$21,996,3726.36%
Heartwood Wealth Advisors LLC 1,779,025$42,589,8596.28%
Bishop & Co Investment Management, LLC 0$137,0086.15%
Upper Left Wealth Management, LLC 210,113$5,030,1065.23%
BlueSky Wealth Advisors, LLC 967,612$23,164,6204.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 448,428$10,735,3764.32%
Rainsberger Wealth Advisors, Inc. 293,900$7,035,9734.32%
Consilium Wealth Advisory, LLC 257,197$6,157,3074.31%
View complete list of SCHWAB STRATEGIC TR shareholders