Capstone Financial Advisors, Inc. - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.

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Quarter-by-quarter ownership
Capstone Financial Advisors, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2021$259,000
-2.3%
2,589
+1.7%
0.02%
-4.8%
Q2 2021$265,000
+8.2%
2,545
+3.6%
0.02%
-4.5%
Q1 2021$245,000
+12.4%
2,456
+0.4%
0.02%
+4.8%
Q4 2020$218,000–2,445–0.02%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 315,961$13,087,10912.05%
Financial Advisors, LLC 984,705$40,786,48010.10%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 811,567$33,595,3249.71%
FIDELIS iM, LLC 385,576$15,9719.36%
MONEYWISE, INC. 355,217$14,713,0889.23%
Mokosak Advisory Group, LLC 497,025$20,587,0518.37%
Waterford Advisors, LLC 301,949$12,506,7107.00%
MERIDIAN MANAGEMENT CO 515,951$21,370,7016.97%
ForthRight Wealth Management, LLC 357,436$14,804,9816.38%
MARSHALL FINANCIAL GROUP INC /ADV 372,476$15,427,9526.28%
View complete list of SCHWAB STRATEGIC TR shareholders