WHITTIER TRUST CO - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 609 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.

Quarter-by-quarter ownership
WHITTIER TRUST CO ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$2,0000.0%400.0%0.00%
Q1 2022$2,0000.0%40
+60.0%
0.00%
Q2 2020$2,0000.0%250.0%0.00%
Q1 2020$2,0000.0%250.0%0.00%
Q4 2019$2,000
-60.0%
25
-64.8%
0.00%
Q3 2019$5,000
+66.7%
71
+44.9%
0.00%
Q1 2019$3,000490.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2019
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 3,819,634$307,977,00050.39%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 983,264$79,163,00042.04%
Adams Wealth Management 595,440$48,010,00037.38%
Pacific Edge Advisors, LLC 724,241$58,396,00033.62%
PIERSHALE FINANCIAL GROUP, INC. 599,968$48,375,00027.82%
BlueSky Wealth Advisors, LLC 1,215,483$102,757,00026.82%
Filbrandt Wealth Management, LLC 424,616$34,237,00026.80%
Campbell Wealth Management 1,949,233$157,167,00025.70%
Northwest Quadrant Wealth Management, LLC 728,189$58,277,00023.09%
EVERMAY WEALTH MANAGEMENT LLC 1,075,701$86,734,00021.30%
View complete list of SCHWAB STRATEGIC TR shareholders