WealthPlan Investment Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$2,720,548
+19.1%
58,519
+20.2%
0.19%
+13.8%
Q3 2022$2,285,000
+63.6%
48,673
+68.9%
0.17%
+72.2%
Q1 2022$1,397,00028,8180.10%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 550,084$25,804,44015.48%
KilterHowling LLC 306,542$14,379,86514.03%
Tenret Co LLC 329,713$15,466,83713.73%
Pioneer Wealth Management Group 277,871$13,034,92611.60%
FFG RETIREMENT ADVISORS LLC 249,036$11,682,27910.00%
RATIONAL ADVISORS LLC 2,447,696$114,821,4199.38%
Members Advisory Group LLC 292,598$13,725,8378.87%
BlueSky Wealth Advisors, LLC 878,005$41,187,1978.52%
Horst & Graben Wealth Management LLC 704,902$33,067,0008.20%
Waterford Advisors, LLC 320,890$15,0538.15%
View complete list of SCHWAB STRATEGIC TR shareholders