ASSET PLANNING SERVICES INC /LA/ /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.

Quarter-by-quarter ownership
ASSET PLANNING SERVICES INC /LA/ /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,746
+0.8%
54,261
+4.4%
1.80%
+7.6%
Q2 2023$2,723
+16.6%
51,991
+7.6%
1.68%
+13.3%
Q1 2023$2,336
-42.5%
48,301
-46.3%
1.48%
+15.1%
Q4 2022$4,060
-99.8%
89,932
+103.0%
1.28%
-2.5%
Q3 2022$1,876,000
-0.5%
44,306
+4.9%
1.32%
+6.7%
Q2 2022$1,886,000
-21.4%
42,231
-5.2%
1.24%
-10.1%
Q1 2022$2,398,000
-3.2%
44,531
+104.7%
1.37%
+3.0%
Q4 2021$2,476,000
+27.4%
21,753
+16.4%
1.33%
+16.2%
Q3 2021$1,944,000
-0.5%
18,685
-0.5%
1.15%
+1.7%
Q2 2021$1,953,000
+12.9%
18,785
+4.2%
1.13%
+8.0%
Q1 2021$1,730,000
+14.4%
18,020
+8.4%
1.04%
+8.0%
Q4 2020$1,512,000
+12.1%
16,630
-0.6%
0.97%
+4.8%
Q3 2020$1,349,000
+8.8%
16,7300.0%0.92%
+3.2%
Q2 2020$1,240,000
+39.2%
16,730
+15.0%
0.90%
+21.6%
Q1 2020$891,000
-18.7%
14,545
+1.9%
0.74%
+5.4%
Q4 2019$1,096,000
+5.4%
14,270
-2.7%
0.70%
+3.4%
Q3 2019$1,040,000
+5.5%
14,665
+4.4%
0.68%
+5.3%
Q2 2019$986,000
+10.2%
14,045
+6.0%
0.64%
+4.6%
Q1 2019$895,000
+15.6%
13,245
+2.1%
0.61%
+4.3%
Q4 2018$774,000
-99.9%
12,970
+4.1%
0.59%
-0.8%
Q3 2018$866,718,000
+120110.5%
12,460
+12.3%
0.59%
+14.5%
Q2 2018$721,000
+24.1%
11,100
+20.4%
0.52%
+20.7%
Q1 2018$581,000
+12.6%
9,220
+13.9%
0.43%
+18.2%
Q4 2017$516,000
+40.2%
8,095
+31.7%
0.36%
+21.8%
Q3 2017$368,000
+9.9%
6,145
+6.0%
0.30%
+5.7%
Q2 2017$335,000
+15.5%
5,795
+12.6%
0.28%
+14.6%
Q1 2017$290,000
+5.8%
5,1450.0%0.25%
-4.3%
Q4 2016$274,0005,1450.26%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,113,379$410,536,95545.50%
Campbell Wealth Management 4,509,439$228,17827.78%
Adams Wealth Management 1,545,431$78,198,79126.53%
Diversified, LLC 1,706,300$86,338,76322.40%
Kolinsky Wealth Management, LLC 438,061$22,165,89422.01%
Northwest Quadrant Wealth Management, LLC 1,504,510$76,128,21121.37%
BlueSky Wealth Advisors, LLC 1,973,276$99,847,76120.42%
FINANCIAL CONSULATE, INC 899,723$45,525,96620.10%
Leverty Financial Group, LLC 531,156$26,875,97419.51%
HBK Sorce Advisory LLC 8,722,542$441,360,64319.43%
View complete list of SCHWAB STRATEGIC TR shareholders