TRANSCEND CAPITAL ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$210,000
-4.5%
2,051
-2.4%
0.02%
-5.0%
Q3 2021$220,000
-2.2%
2,101
-3.0%
0.02%
-37.5%
Q2 2021$225,000
+10.3%
2,167
+4.6%
0.03%
+28.0%
Q1 2021$204,0002,0710.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 315,961$13,087,10912.05%
Financial Advisors, LLC 984,705$40,786,48010.10%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 811,567$33,595,3249.71%
FIDELIS iM, LLC 385,576$15,9719.36%
MONEYWISE, INC. 355,217$14,713,0889.23%
Mokosak Advisory Group, LLC 497,025$20,587,0518.37%
Waterford Advisors, LLC 301,949$12,506,7107.00%
MERIDIAN MANAGEMENT CO 515,951$21,370,7016.97%
ForthRight Wealth Management, LLC 357,436$14,804,9816.38%
MARSHALL FINANCIAL GROUP INC /ADV 372,476$15,427,9526.28%
View complete list of SCHWAB STRATEGIC TR shareholders