WealthPlan Investment Management, LLC - 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
WealthPlan Investment Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$794,517
+14.3%
17,652
+5.2%
0.06%
+9.8%
Q3 2022$695,000
-37.9%
16,785
-35.4%
0.05%
-34.6%
Q1 2022$1,120,00025,9930.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 311,153$15,803,00011.85%
Financial Management Professionals, Inc. 335,770$17,054,00011.54%
Sharkey, Howes & Javer 262,184$14,037,00010.82%
PIERSHALE FINANCIAL GROUP, INC. 278,070$14,123,00010.75%
VALENTINE VENTURES LLC 163,201$8,289,0009.32%
HBK Sorce Advisory LLC 538,866$27,369,0008.88%
Burt Wealth Advisors 127,354$6,468,0008.05%
Spectrum Management Group, LLC 223,235$11,338,0005.80%
WealthTrust-Arizona, LLC 168,055$8,536,0005.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 309,864$16,692,0005.08%
View complete list of SCHWAB STRATEGIC TR shareholders