BALDWIN BROTHERS LLC/MA - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,325
-5.5%
320.0%0.00%
Q2 2023$1,402
-96.9%
32
-97.1%
0.00%
-100.0%
Q1 2023$45,794
+3433.5%
1,092
+3312.5%
0.00%
Q4 2022$1,296
-89.2%
32
-79.4%
0.00%
-100.0%
Q4 2019$12,000
+9.1%
1550.0%0.00%0.0%
Q3 2019$11,0000.0%1550.0%0.00%0.0%
Q2 2019$11,0000.0%1550.0%0.00%0.0%
Q1 2019$11,000
+22.2%
1550.0%0.00%0.0%
Q4 2018$9,000
-25.0%
1550.0%0.00%0.0%
Q3 2018$12,000
+9.1%
1550.0%0.00%0.0%
Q2 2018$11,0000.0%1550.0%0.00%0.0%
Q1 2018$11,0001550.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
MONEYWISE, INC. 201,177$20,601,00013.24%
Strategic Financial Planning, Inc. 163,200$16,712,00012.01%
Financial Advisors, LLC 364,323$37,307,00011.37%
COLUMBIA ADVISORY PARTNERS LLC 98,678$10,105,00010.07%
FIDELIS iM, LLC 165,544$16,952,0009.68%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 225,880$23,130,0009.50%
Mokosak Advisory Group, LLC 205,964$21,092,0008.09%
Ascension Capital Advisors, Inc. 115,174$11,794,0007.73%
Scarborough Advisors, LLC 210,617$21,567,0007.41%
Charles Schwab Investment Advisory, Inc. 44,633,989$4,570,520,0007.17%
View complete list of SCHWAB STRATEGIC TR shareholders