Sterling Financial Planning, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2021$199,000
-8.7%
5,135
-7.2%
0.13%
-10.6%
Q2 2021$218,000
+4.8%
5,535
+0.2%
0.14%
-4.1%
Q1 2021$208,000
+3.0%
5,522
-1.4%
0.15%
-9.2%
Q4 2020$202,0005,6020.16%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 1,261,994$42,857,31218.92%
Leverty Financial Group, LLC 763,759$25,940,19318.83%
Matrix Trust Co 1,973,036$67,00417.49%
ACT WEALTH MANAGEMENT, LLC 743,643$25,254,10216.95%
WEALTH MANAGEMENT RESOURCES, INC. 89,052$30,124,23614.56%
Evergreen Advisors, LLC 1,118,458$37,982,82613.70%
Koesten, Hirschmann & Crabtree, INC. 504,969$17,148,75313.44%
Paradigm, Strategies in Wealth Management, LLC 577,474$19,611,00412.50%
Riverpoint Wealth Management Holdings, LLC 1,046,418$35,536,34511.72%
Benchmark Financial Wealth Advisors, LLC 728,327$24,733,97511.62%
View complete list of SCHWAB STRATEGIC TR shareholders