SYM FINANCIAL Corp - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
SYM FINANCIAL Corp ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$44318
+63.6%
0.00%
Q3 2022$0
-100.0%
11
-99.3%
0.00%
-100.0%
Q1 2022$41,000
-6.8%
1,4770.0%0.02%
+5.9%
Q4 2021$44,000
-2.2%
1,4770.0%0.02%
-34.6%
Q3 2021$45,000
+542.9%
1,477
+536.6%
0.03%
+420.0%
Q4 2020$7,0002320.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 1,097,098$26,264,53120.43%
Red Tortoise LLC 403,032$9,648,5926.46%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 919,736$21,996,3726.36%
Heartwood Wealth Advisors LLC 1,779,025$42,589,8596.28%
Bishop & Co Investment Management, LLC 0$137,0086.15%
Upper Left Wealth Management, LLC 210,113$5,030,1065.23%
BlueSky Wealth Advisors, LLC 967,612$23,164,6204.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 448,428$10,735,3764.32%
Rainsberger Wealth Advisors, Inc. 293,900$7,035,9734.32%
Consilium Wealth Advisory, LLC 257,197$6,157,3074.31%
View complete list of SCHWAB STRATEGIC TR shareholders