Capital Investment Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2019$278,000
+3.3%
5,202
+4.0%
0.01%
-7.1%
Q3 2019$269,000
+1.5%
5,003
+0.2%
0.01%
-6.7%
Q2 2019$265,000
+2.7%
4,991
+0.3%
0.02%0.0%
Q1 2019$258,000
+2.8%
4,978
+0.2%
0.02%
-11.8%
Q4 2018$251,0004,9690.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2019
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,136,465$59,505,00032.80%
OGOREK ANTHONY JOSEPH /NY/ /ADV 264,880$13,869,00013.53%
TOTAL INVESTMENT MANAGEMENT INC 566,127$29,642,00010.22%
Alliance Wealth Management Group 767,178$40,164,00010.22%
McAdam, LLC 275,738$14,438,00010.20%
Kohmann Bosshard Financial Services, LLC 254,988$13,351,0009.38%
Avantax Planning Partners, Inc. 2,220,790$116,281,0009.16%
Live Your Vision, LLC 479,696$25,117,0008.94%
Friedenthal Financial 161,992$8,482,0007.63%
Krilogy Financial LLC 526,388$27,562,0007.04%
View complete list of SCHWAB STRATEGIC TR shareholders