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 ↓
MONEYWISE, INC. 429,490$20,341,00013.40%
Strategic Financial Planning, Inc. 293,115$13,882,00011.54%
Financial Advisors, LLC 766,284$36,291,00011.33%
Ascension Capital Advisors, Inc. 250,304$11,854,0009.55%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 508,673$24,091,0008.72%
FIDELIS iM, LLC 304,946$14,442,0008.49%
Mokosak Advisory Group, LLC 432,932$20,505,0008.31%
Marcum Wealth, LLC 1,187,645$56,247,0007.76%
MARSHALL FINANCIAL GROUP INC /ADV 375,734$17,795,0007.10%
Charles Schwab Investment Advisory, Inc. 93,500,710$4,428,193,0007.04%
View complete list of SCHWAB STRATEGIC TR shareholders