J. L. Bainbridge & Co., Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
J. L. Bainbridge & Co., Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$206,000
-7.2%
4,341
+100.0%
0.02%
-8.0%
Q4 2021$222,000
+2.3%
2,171
+0.1%
0.02%
-3.8%
Q3 2021$217,000
-4.0%
2,1690.0%0.03%
-3.7%
Q2 2021$226,000
+4.6%
2,169
+0.0%
0.03%
-6.9%
Q1 2021$216,0002,1680.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
MONEYWISE, INC. 429,490$20,341,00013.40%
Strategic Financial Planning, Inc. 293,115$13,882,00011.54%
Financial Advisors, LLC 766,284$36,291,00011.33%
Ascension Capital Advisors, Inc. 250,304$11,854,0009.55%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 508,673$24,091,0008.72%
FIDELIS iM, LLC 304,946$14,442,0008.49%
Mokosak Advisory Group, LLC 432,932$20,505,0008.31%
Marcum Wealth, LLC 1,187,645$56,247,0007.76%
MARSHALL FINANCIAL GROUP INC /ADV 375,734$17,795,0007.10%
Charles Schwab Investment Advisory, Inc. 93,500,710$4,428,193,0007.04%
View complete list of SCHWAB STRATEGIC TR shareholders