Morling Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Morling Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$48,082
-0.4%
1,0040.0%0.05%
+4.3%
Q2 2023$48,252
-1.5%
1,0040.0%0.05%
-13.2%
Q1 2023$48,9851,0040.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 344,050$17,054,54612.25%
Quantum Capital Management, LLC / NJ 579,803$28,741,0007.92%
MinichMacGregor Wealth Management, LLC 226,718$11,224,0007.40%
USAdvisors Wealth Management, LLC 204,832$10,154,0007.27%
Hilton Capital Management, LLC 874,144$43,331,0006.47%
Invst, LLC 229,185$11,347,0005.78%
Carlton Hofferkamp & Jenks Wealth Management, LLC 165,178$8,187,0005.02%
Allen Capital Group, LLC 297,613$14,753,0004.90%
JUNCTURE WEALTH STRATEGIES, LLC 184,289$9,135,0004.78%
Relaxing Retirement Coach 312,837$15,502,0004.65%
View complete list of SCHWAB STRATEGIC TR shareholders