Blue Trust, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.

Quarter-by-quarter ownership
Blue Trust, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$101
+4.1%
2,3040.0%0.00%0.0%
Q2 2023$97
-9.3%
2,304
-12.9%
0.00%0.0%
Q1 2023$107
-9.3%
2,646
-15.3%
0.00%0.0%
Q4 2022$118
-99.9%
3,125
-15.3%
0.00%
-33.3%
Q3 2022$144,000
+800.0%
3,689
+1031.6%
0.00%
Q2 2022$16,0003260.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 301,624$12,647,10511.56%
MONEYWISE, INC. 418,944$17,566,33611.36%
Financial Advisors, LLC 934,943$39,202,1429.93%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 712,588$29,878,8029.58%
FIDELIS iM, LLC 368,904$15,468,1499.23%
Mokosak Advisory Group, LLC 470,550$19,731,7158.41%
Ascension Capital Advisors, Inc. 241,825$10,139,7257.83%
MERIDIAN MANAGEMENT CO 508,516$21,322,0766.99%
Marcum Wealth, LLC 1,271,131$53,298,5366.65%
Waterford Advisors, LLC 291,287$12,2146.61%
View complete list of SCHWAB STRATEGIC TR shareholders