Newport Wealth Strategies, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 848 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2021$333,000
+13.3%
8,600
+15.3%
0.20%
+18.2%
Q2 2021$294,000
+1.7%
7,460
-3.1%
0.17%
-5.0%
Q1 2021$289,000
-40.8%
7,695
-46.8%
0.18%
-53.1%
Q1 2018$488,000
-7.4%
14,462
-2.0%
0.38%
+1.3%
Q4 2017$527,00014,7620.38%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
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