Founders Financial Alliance, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$88,000
+1000.0%
1,405
+1111.2%
0.04%
+1400.0%
Q4 2021$8,0000.0%1160.0%0.00%
-25.0%
Q3 2021$8,0000.0%1160.0%0.00%0.0%
Q2 2021$8,0001160.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 799,353$51,526,26720.95%
Northern Capital Management, Inc. 327,595$21,116,76519.72%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 855,582$55,150,81115.93%
Financial Advisors, LLC 882,369$56,877,50614.08%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 452,456$29,165,33611.73%
Avantax Planning Partners, Inc. 4,281,644$275,994,77511.54%
MATHER GROUP, LLC. 9,862,059$635,708,29711.28%
Gemmer Asset Management LLC 1,251,115$80,646,88910.88%
BALLAST ADVISORS LLC 365,349$23,550,3789.39%
GenWealth Group, Inc. 422,363$27,225,5308.26%
View complete list of SCHWAB STRATEGIC TR shareholders