INSIGHT 2811, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 1,083 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.

Quarter-by-quarter ownership
INSIGHT 2811, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$200,000
-42.7%
5,453
-39.3%
0.12%
-39.9%
Q4 2021$349,000
-3.6%
8,980
-4.1%
0.20%
-7.5%
Q3 2021$362,000
+29.7%
9,360
+32.4%
0.21%
+36.3%
Q2 2021$279,000
+10.3%
7,069
+0.4%
0.16%
+5.4%
Q4 2020$253,0007,0390.15%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Personal Capital Advisors Corp 1,285,303$40,526,00012.85%
VECTOR WEALTH MANAGEMENT, LLC 333,477$10,515,0007.43%
Charles Schwab Investment Advisory, Inc. 5,881,684$185,449,0006.91%
Summit Asset Management, LLC 244,868$7,721,0006.10%
NORTHWEST INVESTMENT COUNSELORS, LLC 241,857$7,626,0005.31%
PIERSHALE FINANCIAL GROUP, INC. 114,270$3,603,0005.23%
Apriem Advisors 322,661$10,174,0003.99%
Gateway Advisory, LLC 204,544$6,449,0003.56%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 562,653$17,740,0003.38%
HBK Sorce Advisory LLC 288,555$9,098,0003.27%
View complete list of SCHWAB STRATEGIC TR shareholders