ATLANTA FINANCIAL ASSOCIATES LLC /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
ATLANTA FINANCIAL ASSOCIATES LLC /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2021$540,0000.0%15,0040.0%0.25%
+0.4%
Q4 2020$540,000
+33.7%
15,004
+16.7%
0.25%
+21.2%
Q3 2020$404,000
+47.4%
12,860
+39.6%
0.21%
+36.8%
Q2 2020$274,0009,2120.15%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,467,429$77,897,00022.79%
Matrix Trust Co 1,941,519$60,964,00017.90%
SVB Investment Services Inc. 597,378$18,758,00015.90%
APPLETON GROUP, LLC 275,980$8,666,00013.57%
JBJ Investment Partners, LLC 1,550,230$48,677,00012.73%
Evergreen Advisors, LLC 855,063$26,849,00012.27%
Personal Capital Advisors Corp 49,196,217$1,544,761,00011.64%
Northwest Capital Management Inc 421,648$13,240,00010.96%
Adams Chetwood Wealth Management LLC 331,495$10,409,00010.02%
Callan Capital, LLC 1,371,168$43,055,0009.66%
View complete list of SCHWAB STRATEGIC TR shareholders