Kozak & Associates, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kozak & Associates, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2022$9,000
-10.0%
420
+98.1%
0.01%0.0%
Q1 2022$10,0000.0%2120.0%0.01%0.0%
Q4 2021$10,000
-9.1%
2120.0%0.01%
-14.3%
Q3 2021$11,0002120.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 471,405$14,260,0004.34%
Whitnell & Co. 250,711$7,584,0003.48%
Vigilant Capital Management, LLC 304,080$9,198,0002.25%
Courage Miller Partners, LLC 72,883$2,205,0001.87%
Charles Schwab Investment Advisory, Inc. 1,494,199$45,200,0001.68%
Madden Advisory Services, Inc. 51,672$1,563,0001.17%
Bouchey Financial Group Ltd 46,703$1,467,0001.03%
INTERACTIVE FINANCIAL ADVISORS, INC. 52,773$1,596,0000.94%
Avior Wealth Management, LLC 26,239$794,0000.75%
Retirement Planning Group, LLC 47,932$1,450,0000.52%
View complete list of SCHWAB STRATEGIC TR shareholders