MONECO Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.

Quarter-by-quarter ownership
MONECO Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$530,035
-3.4%
12,797
+2.1%
0.15%
-2.0%
Q2 2023$548,936
+11.5%
12,533
+6.8%
0.15%
+4.1%
Q1 2023$492,224
+102.6%
11,739
+404.0%
0.14%
+29.5%
Q2 2021$243,000
-6.9%
2,329
-11.1%
0.11%
-11.8%
Q1 2021$261,0002,6210.13%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
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