Cornerstone Advisory, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$206,000
-8.8%
2,870
+0.3%
0.05%
+38.2%
Q1 2022$226,000
-36.3%
2,860
-34.9%
0.03%
-33.3%
Q4 2021$355,000
+67.5%
4,391
+54.0%
0.05%
+45.7%
Q3 2021$212,0002,8510.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Asset Advisors Investment Management, LLC 1,418,223$75,166,00012.40%
Pinkerton Retirement Specialists, LLC 511,031$27,085,00010.91%
Summit Asset Management, LLC 426,264$22,592,00010.47%
USAdvisors Wealth Management, LLC 240,972$12,772,0009.15%
Avantax Planning Partners, Inc. 2,121,326$112,430,0009.00%
Q3 Asset Management 82,335$4,365,0008.43%
Acorn Wealth Advisors, LLC 149,856$7,544,0007.44%
Sharkey, Howes & Javer 225,870$11,971,0006.26%
Financial Sense Advisors, Inc. 253,744$13,448,0005.68%
ROCKY MOUNTAIN ADVISERS, LLC 26,059$1,381,0004.73%
View complete list of SCHWAB STRATEGIC TR shareholders