Sterling Financial Planning, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 948 filers reported holding SCHWAB STRATEGIC TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Global Strategic Investment Solutions, LLC 20,823,531$585,766,00028.11%
Leverty Financial Group, LLC 1,009,227$28,397,00027.46%
TimeScale Financial, Inc. 2,762,498$77,709,00022.56%
ACT WEALTH MANAGEMENT, LLC 749,045$21,071,00015.06%
Matrix Trust Co 1,851,681$52,088,00014.85%
Paradigm, Strategies in Wealth Management, LLC 539,981$15,190,00013.85%
FINANCIAL CONSULATE, INC 1,153,813$32,457,00013.69%
Guardian Financial Partners, LLC 398,750$11,217,00013.00%
Evergreen Advisors, LLC 1,032,344$29,040,00012.22%
Riverpoint Wealth Management Holdings, LLC 990,998$27,877,00011.86%
View complete list of SCHWAB STRATEGIC TR shareholders