VIVID FINANCIAL MANAGEMENT, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.

Quarter-by-quarter ownership
VIVID FINANCIAL MANAGEMENT, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$7,171,000
+20.2%
70,028
+17.5%
2.68%
+9.7%
Q3 2021$5,964,000
-3.0%
59,578
+1.0%
2.44%
-3.2%
Q2 2021$6,146,000
+24.5%
58,994
+19.1%
2.52%
+11.3%
Q1 2021$4,935,00049,5152.27%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
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