Sterling Financial Planning, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2021$42,000
-2.3%
929
-0.7%
0.03%
-3.6%
Q2 2021$43,000
+10.3%
936
-0.7%
0.03%0.0%
Q1 2021$39,000
+8.3%
943
+0.2%
0.03%
-3.4%
Q4 2020$36,0009410.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Matrix Trust Co 1,384,351$48,964,00014.38%
Moisand Fitzgerald Tamayo, LLC 309,625$10,951,0005.67%
Strategic Financial Planning, Inc. 148,447$5,253,0005.46%
Aurora Investment Managers, LLC. 162,558$5,750,0005.20%
Omega Financial Group, LLC 210,355$7,440,0004.53%
Northwest Quadrant Wealth Management, LLC 238,689$8,421,0003.34%
MONETA GROUP INVESTMENT ADVISORS LLC 912,383$32,271,0002.81%
Courage Miller Partners, LLC 144,223$5,080,0002.73%
BlueSky Wealth Advisors, LLC 256,528$9,409,0002.46%
Adams Chetwood Wealth Management LLC 70,441$2,491,0002.40%
View complete list of SCHWAB STRATEGIC TR shareholders