CAPITAL ADVISORS INC/OK - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
CAPITAL ADVISORS INC/OK ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$219,930
+2.8%
5,021
-8.6%
0.01%0.0%
Q2 2022$214,000
-4.0%
5,493
+16.8%
0.01%0.0%
Q1 2022$223,000
+10.9%
4,704
+139.1%
0.01%
+20.0%
Q4 2021$201,000
-39.8%
1,967
-69.7%
0.01%
-72.2%
Q1 2020$334,0006,4870.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 301,624$12,647,10511.56%
MONEYWISE, INC. 418,944$17,566,33611.36%
Financial Advisors, LLC 934,943$39,202,1429.93%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 712,588$29,878,8029.58%
FIDELIS iM, LLC 368,904$15,468,1499.23%
Mokosak Advisory Group, LLC 470,550$19,731,7158.41%
Ascension Capital Advisors, Inc. 241,825$10,139,7257.83%
MERIDIAN MANAGEMENT CO 508,516$21,322,0766.99%
Marcum Wealth, LLC 1,271,131$53,298,5366.65%
Waterford Advisors, LLC 291,287$12,2146.61%
View complete list of SCHWAB STRATEGIC TR shareholders