Tempus Wealth Planning, 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
Tempus Wealth Planning, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$609,702
-5.0%
14,720
+0.4%
0.31%
+5.5%
Q2 2023$641,889
+11.5%
14,655
+6.7%
0.29%
+3.2%
Q1 2023$575,741
+24.0%
13,731
+19.8%
0.28%
-0.4%
Q4 2022$464,12311,4570.28%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
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