Morling Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.

Quarter-by-quarter ownership
Morling Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$35,000
-2.8%
6280.0%0.05%
+2.1%
Q2 2022$36,000
-23.4%
6280.0%0.05%
-20.3%
Q1 2022$47,000
-7.8%
628
+100.0%
0.06%
+20.4%
Q4 2021$51,0003140.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Avantax Planning Partners, Inc. 3,634,327$275,409,00024.60%
APPLETON GROUP, LLC 236,494$17,922,00023.55%
Marquette Asset Management, LLC 920,185$69,732,00023.36%
Financial Engines Advisors L.L.C. 10,064,203$762,685,00018.13%
Fund Evaluation Group, LLC 1,363,060$103,293,00016.44%
Financial Management Professionals, Inc. 397,172$30,098,00012.26%
TOTAL INVESTMENT MANAGEMENT INC 681,215$51,622,00011.91%
Newport Wealth Strategies, Inc. 128,061$9,704,00011.23%
Spectrum Asset Management, Inc. (NB/CA) 165,663$12,554,00011.11%
Krilogy Financial LLC 539,323$40,870,00010.31%
View complete list of SCHWAB STRATEGIC TR shareholders