HARBOUR INVESTMENT MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

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Quarter-by-quarter ownership
HARBOUR INVESTMENT MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$401,709
-4.7%
11,8290.0%0.23%
+3.2%
Q2 2023$421,699
+2.4%
11,8290.0%0.22%
-2.6%
Q1 2023$411,645
+8.0%
11,8290.0%0.23%
+3.6%
Q4 2022$381,008
+14.4%
11,8290.0%0.22%
+5.8%
Q3 2022$333,000
-10.5%
11,8290.0%0.21%
-7.1%
Q2 2022$372,000
-14.3%
11,8290.0%0.22%
+6.2%
Q1 2022$434,000
-5.7%
11,8290.0%0.21%
+0.5%
Q4 2021$460,000
+0.4%
11,8290.0%0.21%
-9.5%
Q3 2021$458,000
-1.9%
11,8290.0%0.23%
-0.9%
Q2 2021$467,000
+5.2%
11,829
+0.1%
0.23%
-1.3%
Q1 2021$444,000
+1.8%
11,812
-2.5%
0.24%
-2.5%
Q4 2020$436,000
+14.4%
12,1190.0%0.24%
+3.0%
Q3 2020$381,000
+5.5%
12,1190.0%0.24%
-6.3%
Q2 2020$361,000
+15.3%
12,1190.0%0.25%
+0.4%
Q1 2020$313,000
-27.7%
12,119
-6.0%
0.25%
-11.9%
Q4 2019$433,000
+6.9%
12,889
+1.4%
0.28%
-0.7%
Q3 2019$405,000
+0.5%
12,709
+1.2%
0.29%
+1.1%
Q2 2019$403,000
+19.9%
12,559
+16.9%
0.28%
+14.5%
Q1 2019$336,000–10,746–0.25%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Leverty Financial Group, LLC 932,097$29,314,00027.32%
Global Strategic Investment Solutions, LLC 10,494,219$330,043,00023.75%
TimeScale Financial, Inc. 2,700,017$84,916,00023.28%
Guardian Financial Partners, LLC 479,538$15,081,00016.90%
Matrix Trust Co 1,878,398$59,076,00016.31%
ACT WEALTH MANAGEMENT, LLC 703,096$22,112,00014.46%
Evergreen Advisors, LLC 1,008,388$31,714,00012.77%
REGENTATLANTIC CAPITAL LLC 11,021,090$346,613,00011.42%
Riverpoint Wealth Management Holdings, LLC 896,934$28,209,00011.36%
Flower City Capital 360,691$11,344,00011.03%
View complete list of SCHWAB STRATEGIC TR shareholders