Merit Financial Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Merit Financial Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$738,753
+80.6%
31,211
+70.9%
0.03%
+50.0%
Q3 2022$409,000
-90.2%
18,260
-88.9%
0.02%
-86.0%
Q2 2022$4,173,000
+1556.0%
164,428
+1711.9%
0.13%
+760.0%
Q1 2022$252,0009,0750.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 804,912$24,534,00014.79%
Holistic Financial Partners 671,681$20,473,00012.62%
Heartwood Wealth Advisors LLC 1,542,092$47,003,0007.32%
Jacobsen Capital Management 445,468$13,578,0006.86%
Radnor Financial Advisors, LLC 597,470$18,211,0006.57%
Hamilton Capital, LLC 2,470,565$75,303,0006.50%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 445,850$13,590,0006.49%
MATHER GROUP, LLC. 8,549,016$260,574,0006.27%
Northern Capital Management, Inc. 223,688$6,818,0005.83%
Red Tortoise LLC 314,225$7,039,0005.50%
View complete list of SCHWAB STRATEGIC TR shareholders