Parisi Gray Wealth Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Parisi Gray Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$4,464,000
-17.8%
90,111
-15.6%
1.81%
-10.9%
Q4 2021$5,431,000
-48.4%
106,806
-48.1%
2.03%
-53.4%
Q3 2021$10,535,000
+269.1%
205,731
+269.2%
4.36%
+317.0%
Q2 2021$2,854,000
-12.2%
55,722
-12.0%
1.04%
-22.9%
Q1 2021$3,249,000
+82.2%
63,327
+82.5%
1.36%
+71.6%
Q4 2020$1,783,00034,7030.79%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Reliant Wealth Planning 724,182$36,824,00017.91%
Fund Evaluation Group, LLC 2,846,427$145,663,00015.73%
IFS Advisors, LLC 353,780$17,989,00012.64%
Passive Capital Management, LLC. 404,151$20,551,05411.64%
STRATEGIC WEALTH MANAGEMENT INC 457,418$23,260,00011.50%
Edgehill Endowment Partners, LLC 808,660$41,120,00011.41%
ASSET PLANNING CORPORATION 223,363$11,358,0009.72%
Traverso Chambers Private Wealth Management, LLC 614,306$31,237,0009.26%
Tradewinds Capital Management, LLC 1,051,636$53,476,0008.20%
STERLING INVESTMENT MANAGEMENT, LLC 247,159$12,568,0007.83%
View complete list of SCHWAB STRATEGIC TR shareholders