JNBA Financial Advisors - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$2,0000.0%400.0%0.00%
Q2 2022$2,0000.0%400.0%0.00%
Q1 2022$2,000
-60.0%
40
-56.0%
0.00%
-100.0%
Q4 2021$5,0000.0%910.0%0.00%0.0%
Q3 2021$5,0000.0%910.0%0.00%0.0%
Q2 2021$5,0000.0%910.0%0.00%0.0%
Q1 2021$5,0000.0%910.0%0.00%0.0%
Q4 2020$5,0000.0%910.0%0.00%0.0%
Q3 2020$5,0000.0%910.0%0.00%0.0%
Q2 2020$5,0000.0%910.0%0.00%0.0%
Q1 2020$5,0000.0%910.0%0.00%0.0%
Q4 2019$5,0000.0%910.0%0.00%0.0%
Q3 2019$5,0000.0%910.0%0.00%0.0%
Q2 2019$5,0000.0%910.0%0.00%0.0%
Q1 2019$5,000
+150.0%
91
+111.6%
0.00%
Q4 2018$2,000
-92.3%
43
-91.8%
0.00%
-100.0%
Q3 2018$26,0005250.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Reliant Wealth Planning 609,500$31,273,00018.13%
Fund Evaluation Group, LLC 2,707,316$138,912,00015.17%
Edgehill Endowment Partners, LLC 806,134$41,363,00013.69%
Roof Eidam Maycock Peralta, LLC 574,084$29,456,00011.36%
SENTINEL PENSION ADVISORS INC 398,223$30,564,00011.21%
ASSET PLANNING CORPORATION 184,306$9,457,0009.84%
Traverso Chambers Private Wealth Management, LLC 552,283$28,338,0009.56%
STERLING INVESTMENT MANAGEMENT, LLC 254,838$13,076,0008.95%
Tradewinds Capital Management, LLC 847,172$43,468,0008.65%
IFS Advisors, LLC 207,871$10,665,0008.34%
View complete list of SCHWAB STRATEGIC TR shareholders