Essex Savings Bank - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 1.60 and the average weighting 0.8%.

Quarter-by-quarter ownership
Essex Savings Bank ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2019$370,000
+8.8%
4,884
+0.2%
0.19%
+5.0%
Q3 2019$340,000
+38.2%
4,876
+41.7%
0.18%
+106.9%
Q2 2019$246,000
+11.8%
3,440
+9.6%
0.09%
-30.4%
Q1 2019$220,000
+15.2%
3,1400.0%0.12%
+4.2%
Q4 2018$191,0003,1400.12%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2019
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