Independence Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.

Quarter-by-quarter ownership
Independence Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2020$11,000
+10.0%
335
+3.4%
0.00%0.0%
Q2 2020$10,000
+25.0%
324
+0.9%
0.00%0.0%
Q1 2020$8,000
-42.9%
321
-25.0%
0.00%0.0%
Q4 2019$14,000
-95.1%
428
-95.3%
0.00%
-97.5%
Q1 2019$285,0009,1020.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
Global Strategic Investment Solutions, LLC 20,823,531$585,766,00028.11%
Leverty Financial Group, LLC 1,009,227$28,397,00027.46%
TimeScale Financial, Inc. 2,762,498$77,709,00022.56%
ACT WEALTH MANAGEMENT, LLC 749,045$21,071,00015.06%
Matrix Trust Co 1,851,681$52,088,00014.85%
Paradigm, Strategies in Wealth Management, LLC 539,981$15,190,00013.85%
FINANCIAL CONSULATE, INC 1,153,813$32,457,00013.69%
Guardian Financial Partners, LLC 398,750$11,217,00013.00%
Evergreen Advisors, LLC 1,032,344$29,040,00012.22%
Riverpoint Wealth Management Holdings, LLC 990,998$27,877,00011.86%
View complete list of SCHWAB STRATEGIC TR shareholders