True Link Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 484 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2021$215,000
-3.6%
3,9800.0%0.03%
-11.4%
Q4 2020$223,0003,9800.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
ZynergyRetirementPlanningLLC 543,450$24,770,45118.96%
Rockbridge Investment Management, LCC 2,585,131$117,830,27816.70%
THEORY FINANCIAL LLC 589,729$26,879,84812.70%
KilterHowling LLC 379,782$17,310,47911.79%
Tenret Co LLC 351,642$16,027,84211.10%
Total Wealth Planning, LLC 1,432,849$66,197,60510.86%
TSA Wealth Managment LLC 516,104$23,524,02010.02%
FINANCIAL LIFE ADVISORS 533,395$24,312,1449.87%
TruNorth Capital Management, LLC 623,215$28,406,1489.22%
Clearview Wealth Advisors LLC 207,099$9,439,5548.24%
View complete list of SCHWAB STRATEGIC TR shareholders