TRANSCEND CAPITAL ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 81 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$733,000
+39.1%
14,503
+39.7%
0.06%
+38.3%
Q3 2021$527,000
-36.9%
10,378
-36.4%
0.05%
-60.8%
Q2 2021$835,000
+16.3%
16,311
+15.9%
0.12%
+39.5%
Q1 2021$718,00014,0700.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
NameSharesValueWeighting ↓
Copperleaf Capital, LLC 145,716$7,076,0006.28%
CLIENT 1ST ADVISORY GROUP, LLC 218,698$10,620,0005.19%
Kaizen Financial Strategies 70,899$3,443,0002.70%
FLC Capital Advisors 180,398$8,760,0002.46%
TAP Consulting, LLC 87,397$4,244,0001.11%
VAN STRUM & TOWNE INC. 42,627$2,070,0000.78%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 25,760$1,251,0000.77%
Midwest Heritage Bank, FSB 19,689$956,0000.75%
Financial Architects, Inc 98,444$4,780,0000.68%
Baldrige Asset Management LLC 32,807$1,593,0000.65%
View complete list of SCHWAB STRATEGIC TR shareholders