WESTERN FINANCIAL Corp - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 685 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.71 and the average weighting 1.0%.

Quarter-by-quarter ownership
WESTERN FINANCIAL Corp ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$466,000
-18.7%
8,990
-12.5%
0.33%
-19.9%
Q2 2022$573,000
+29.1%
10,269
+40.5%
0.41%
+57.8%
Q1 2022$444,000
-33.8%
7,309
-31.5%
0.26%
-26.7%
Q4 2021$671,000
+83.8%
10,667
+82.8%
0.35%
+63.0%
Q3 2021$365,0005,8340.22%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Knowledge Leaders Capital, LLC 130,611$7,511,00024.02%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1,618,827$93,099,00016.98%
Richard Bernstein Advisors LLC 7,117,065$409,302,00014.53%
MARSHALL FINANCIAL GROUP INC /ADV 245,277$14,106,00011.41%
Carolina Wealth Advisors, LLC 150,664$8,665,00010.01%
SVB Investment Services Inc. 183,093$10,530,0009.13%
Fund Evaluation Group, LLC 797,919$45,888,0007.73%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 326,207$18,760,0007.56%
CORRADO ADVISORS, LLC 137,262$7,893,0007.38%
Charles Schwab Investment Advisory, Inc. 43,775,117$2,517,507,0007.14%
View complete list of SCHWAB STRATEGIC TR shareholders