Newbridge Financial Services Group, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
Newbridge Financial Services Group, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2021$1,0000.0%28
-22.2%
0.00%0.0%
Q2 2021$1,000
-91.7%
36
-90.1%
0.00%
-88.9%
Q1 2021$12,000
-42.9%
362
-48.0%
0.01%
-47.1%
Q4 2020$21,000
+162.5%
696
+140.8%
0.02%
+112.5%
Q3 2020$8,0002890.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 822,530$24,363,00014.99%
Holistic Financial Partners 510,600$15,124,0008.77%
Guardian Financial Partners, LLC 287,168$8,506,0008.12%
Heartwood Wealth Advisors LLC 1,553,111$46,003,0006.91%
Flower City Capital 239,068$7,084,000,0006.88%
Radnor Financial Advisors, LLC 623,355$18,464,0006.56%
Red Tortoise LLC 319,874$9,475,0006.55%
Jacobsen Capital Management 456,616$13,525,0006.40%
Hamilton Capital, LLC 2,587,966$76,656,0005.97%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 488,839$14,479,0005.95%
View complete list of SCHWAB STRATEGIC TR shareholders