Summit Place Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.

Quarter-by-quarter ownership
Summit Place Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,153,340
-22.5%
27,845
-18.1%
0.82%
-14.8%
Q2 2023$1,488,543
+2.7%
33,985
-1.6%
0.96%
-6.2%
Q1 2023$1,448,891
+7.8%
34,555
+4.1%
1.03%
-7.1%
Q4 2022$1,344,608
+42.7%
33,192
+33.2%
1.11%
+26.5%
Q3 2022$942,000
-11.0%
24,917
-8.2%
0.88%
-1.5%
Q2 2022$1,059,000
-59.4%
27,157
-50.6%
0.89%
-49.2%
Q1 2022$2,606,000
+4.7%
55,019
+126.2%
1.75%
+1.6%
Q4 2021$2,490,000
+3.8%
24,321
+1.5%
1.72%
-1.5%
Q3 2021$2,398,000
+14.0%
23,956
+18.7%
1.75%
+13.1%
Q2 2021$2,103,000
+40.4%
20,183
+34.3%
1.55%
+28.2%
Q1 2021$1,498,000
+171.9%
15,031
+142.9%
1.21%
+152.3%
Q4 2020$551,000
-89.1%
6,189
-90.8%
0.48%
-94.0%
Q4 2019$5,062,00066,9278.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 301,624$12,647,10511.56%
MONEYWISE, INC. 418,944$17,566,33611.36%
Financial Advisors, LLC 934,943$39,202,1429.93%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 712,588$29,878,8029.58%
FIDELIS iM, LLC 368,904$15,468,1499.23%
Mokosak Advisory Group, LLC 470,550$19,731,7158.41%
Ascension Capital Advisors, Inc. 241,825$10,139,7257.83%
MERIDIAN MANAGEMENT CO 508,516$21,322,0766.99%
Marcum Wealth, LLC 1,271,131$53,298,5366.65%
Waterford Advisors, LLC 291,287$12,2146.61%
View complete list of SCHWAB STRATEGIC TR shareholders