Guardian Wealth Management, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.

Quarter-by-quarter ownership
Guardian Wealth Management, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$95,477
-12.0%
2,305
-6.9%
0.09%
-10.1%
Q2 2023$108,442
-38.8%
2,476
-41.5%
0.10%
-42.1%
Q1 2023$177,301
-0.5%
4,229
-3.8%
0.17%
-2.3%
Q4 2022$178,163
-11.4%
4,398
-17.1%
0.18%
-23.2%
Q3 2022$201,000
-13.4%
5,308
-10.9%
0.23%
-8.8%
Q2 2022$232,000
-24.2%
5,957
-7.9%
0.25%
-17.8%
Q1 2022$306,000
-8.9%
6,468
+97.3%
0.30%
-5.9%
Q4 2021$336,0003,2780.32%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 301,624$12,647,10511.56%
MONEYWISE, INC. 418,944$17,566,33611.36%
Financial Advisors, LLC 934,943$39,202,1429.93%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 712,588$29,878,8029.58%
FIDELIS iM, LLC 368,904$15,468,1499.23%
Mokosak Advisory Group, LLC 470,550$19,731,7158.41%
Ascension Capital Advisors, Inc. 241,825$10,139,7257.83%
MERIDIAN MANAGEMENT CO 508,516$21,322,0766.99%
Marcum Wealth, LLC 1,271,131$53,298,5366.65%
Waterford Advisors, LLC 291,287$12,2146.61%
View complete list of SCHWAB STRATEGIC TR shareholders