NEW YORK LIFE INVESTMENT MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NEW YORK LIFE INVESTMENT MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$19,137,851
+16.7%
379,493
+13.9%
0.21%
+13.3%
Q4 2022$16,402,254
-18.8%
333,176
-18.9%
0.19%
-23.0%
Q3 2022$20,196,000
-5.3%
411,001
-0.6%
0.24%
-1.2%
Q2 2022$21,330,000413,3710.25%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
INSIGHT 2811, INC. 807,846$47,033,00027.69%
HC Advisors, LLC 361,486$21,046,00014.39%
WNY Asset Management, LLC 449,186$26,151,00013.22%
Your Advocates Ltd., LLP 290,480$16,912,00012.44%
ASSET PLANNING CORPORATION 154,794$9,012,0008.94%
BerganKDV Wealth Management, LLC 878,389$51,140,0007.19%
Clear Perspectives Financial Planning, LLC 155,878$9,075,0005.75%
HARVEST GROUP WEALTH MANAGEMENT, LLC 158,901$9,251,0005.52%
STERLING INVESTMENT MANAGEMENT, LLC 115,933$6,750,0004.79%
Beacon Wealthcare, Inc 117,758$6,856,0003.99%
View complete list of SCHWAB STRATEGIC TR shareholders