Capital Asset Advisory Services LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 278 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$0
-100.0%
170.0%0.00%
Q2 2022$1,0000.0%170.0%0.00%
Q1 2022$1,0000.0%170.0%0.00%
Q4 2021$1,0000.0%170.0%0.00%
Q3 2021$1,0000.0%170.0%0.00%
Q2 2021$1,0000.0%170.0%0.00%
Q1 2021$1,0000.0%170.0%0.00%
Q4 2020$1,0000.0%170.0%0.00%
Q3 2020$1,0000.0%170.0%0.00%
Q2 2020$1,000170.0%0.00%
Q1 2020$0
-100.0%
17
-26.1%
0.00%
Q4 2019$1,000230.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2019
NameSharesValueWeighting ↓
Northwest Capital Management Inc 149,740$4,358,0006.12%
Apollon Wealth Management, LLC 204,046$6,448,0005.94%
Mokosak Advisory Group, LLC 253,542$7,383,0005.73%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 196,173$5,709,0004.52%
Relaxing Retirement Coach 421,563$12,268,0004.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,906,984$59,174,0003.74%
VALENTINE VENTURES LLC 102,680$2,988,0003.73%
SHINE INVESTMENT ADVISORY SERVICES INC 241,537$7,029,0003.47%
McAdam, LLC 268,927$7,826,0003.09%
Peak Financial Management, Inc. 199,095$5,794,0002.85%
View complete list of SCHWAB STRATEGIC TR shareholders