US FINANCIAL ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
US FINANCIAL ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2021$280,000
-16.7%
5,128
-17.7%
0.14%
+47.3%
Q1 2021$336,000
-3.7%
6,2280.0%0.09%
-11.4%
Q4 2020$349,000
+2584.6%
6,228
+2495.0%
0.10%
+356.5%
Q1 2016$13,0002400.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
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