INSIGHT 2811, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

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 2021
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 596,850$16,921,00016.79%
COOPER/HAIMS ADVISORS, LLC 781,379$22,152,00015.30%
Riverpoint Wealth Management Holdings, LLC 949,520$26,918,00014.94%
OGOREK ANTHONY JOSEPH /NY/ /ADV 617,043$17,493,00013.93%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 875,130$24,810,00013.88%
MCIA Inc 342,796$9,718,00013.51%
TD Ameritrade Trust Co 1,108,104$31,415,00013.14%
Peachtree Investment Advisors, Inc. 574,020$16,273,00012.55%
Harborview Advisors, LLC 377,004$10,688,00012.52%
Personal Capital Advisors Corp 30,575,896$866,827,00011.60%
View complete list of SCHWAB STRATEGIC TR shareholders