JNBA Financial Advisors - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$2,000
-71.4%
27
-74.5%
0.00%
-100.0%
Q4 2021$7,000
-30.0%
106
-41.1%
0.00%
-75.0%
Q3 2018$10,000
-67.7%
180
-67.3%
0.00%
-20.0%
Q3 2016$31,0005510.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 14,279,084$720,950,95195.54%
NinePointTwo Capital LLC 1,726,601$87,17635.55%
Sensible Financial Planning & Management, LLC. 1,441,882$72,80118.31%
LifeGuide Financial Advisors, LLC 606,248$30,609,48717.89%
Joseph Group Capital Management 421,552$21,284,16015.33%
Walker Financial Services, Inc. 236,191$11,925,29111.59%
Carolina Wealth Advisors, LLC 350,044$17,673,7259.98%
Live Oak Investment Partners 196,101$9,889,1738.52%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 246,137$12,427,4418.06%
MARSHALL FINANCIAL GROUP INC /ADV 377,322$19,050,9687.76%
View complete list of SCHWAB STRATEGIC TR shareholders