WealthPLAN Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2021$637,000
-7.5%
12,622
-6.4%
0.04%
-12.5%
Q2 2021$689,000
+16.4%
13,490
+16.5%
0.05%
+4.3%
Q1 2021$592,000
+136.8%
11,584
+138.1%
0.05%
+119.0%
Q4 2020$250,0004,8660.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
WASHBURN CAPITAL MANAGEMENT, INC. 63,676$3,271,0002.27%
Physician Wealth Advisors, Inc. 57,927$2,974,0001.01%
Financial Architects, Inc 73,211$3,761,0000.70%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13,821$710,0000.54%
Truadvice, LLC 33,227$1,706,0000.52%
Charles Schwab Trust Co 20,411$1,049,0000.25%
ARBOR TRUST WEALTH ADVISORS, LLC 5,600$288,0000.21%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 8,180$420,0000.19%
Mirador Capital Partners LP 9,232$474,0000.13%
FLOW TRADERS U.S. LLC 16,303$837,0000.06%
View complete list of SCHWAB STRATEGIC TR shareholders