Investments & Financial Planning, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.

Quarter-by-quarter ownership
Investments & Financial Planning, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$221,762
-3.3%
3,440
+0.7%
0.20%
-0.5%
Q2 2023$229,249
+2.3%
3,417
+0.0%
0.20%
-3.4%
Q1 2023$224,009
+0.7%
3,416
+1.4%
0.21%
-5.5%
Q4 2022$222,4633,3700.22%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
TMFS HOLDINGS LLC 4,093,555$173,731,00026.11%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,016,523$43,141,0007.25%
Summit Asset Management, LLC 238,039$10,102,0006.85%
VALENTINE VENTURES LLC 137,903$5,853,0006.68%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 618,748$26,260,0006.65%
Gemmer Asset Management LLC 208,582$8,852,0005.23%
Sequoia Financial Advisors, LLC 253,518$10,759,0004.34%
Newman Dignan & Sheerar, Inc. 132,601$5,628,0003.97%
AVALON CAPITAL MANAGEMENT 100,257$4,255,0003.84%
Moisand Fitzgerald Tamayo, LLC 90,364$3,835,0003.29%
View complete list of SCHWAB STRATEGIC TR shareholders