Powers Advisory Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.

Quarter-by-quarter ownership
Powers Advisory Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,111,198
-0.0%
75,113
+5.7%
2.11%
+2.4%
Q2 2023$3,112,213
+4.7%
71,055
+0.2%
2.06%
-0.7%
Q1 2023$2,973,782
+7.5%
70,923
+3.8%
2.08%
+2.0%
Q4 2022$2,767,177
+6.8%
68,308
-0.3%
2.04%
-1.3%
Q3 2022$2,590,000
+2.5%
68,510
+5.7%
2.07%
+6.3%
Q2 2022$2,526,000
-16.4%
64,797
+1.6%
1.94%
-7.6%
Q1 2022$3,020,000
+6.0%
63,765
+129.2%
2.10%
+4.7%
Q4 2021$2,848,00027,8152.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
MONEYWISE, INC. 201,177$20,601,00013.24%
Strategic Financial Planning, Inc. 163,200$16,712,00012.01%
Financial Advisors, LLC 364,323$37,307,00011.37%
COLUMBIA ADVISORY PARTNERS LLC 98,678$10,105,00010.07%
FIDELIS iM, LLC 165,544$16,952,0009.68%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 225,880$23,130,0009.50%
Mokosak Advisory Group, LLC 205,964$21,092,0008.09%
Ascension Capital Advisors, Inc. 115,174$11,794,0007.73%
Scarborough Advisors, LLC 210,617$21,567,0007.41%
Charles Schwab Investment Advisory, Inc. 44,633,989$4,570,520,0007.17%
View complete list of SCHWAB STRATEGIC TR shareholders