Heirloom Wealth Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
Heirloom Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$260,096
-39.1%
6,279
-35.6%
0.12%
-37.6%
Q2 2023$427,114
-20.7%
9,751
-24.1%
0.19%
-27.6%
Q1 2023$538,514
-69.5%
12,843
-70.5%
0.26%
-76.6%
Q4 2022$1,766,02343,5951.10%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 315,961$13,087,10912.05%
Financial Advisors, LLC 984,705$40,786,48010.10%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 811,567$33,595,3249.71%
FIDELIS iM, LLC 385,576$15,9719.36%
MONEYWISE, INC. 355,217$14,713,0889.23%
Mokosak Advisory Group, LLC 497,025$20,587,0518.37%
Waterford Advisors, LLC 301,949$12,506,7107.00%
MERIDIAN MANAGEMENT CO 515,951$21,370,7016.97%
ForthRight Wealth Management, LLC 357,436$14,804,9816.38%
MARSHALL FINANCIAL GROUP INC /ADV 372,476$15,427,9526.28%
View complete list of SCHWAB STRATEGIC TR shareholders