ATLAS CAPITAL ADVISORS LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.

Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,639,628
+4.4%
52,951
+8.3%
0.44%
+13.6%
Q2 2023$2,528,482
+7.3%
48,906
-0.7%
0.38%
+3.2%
Q1 2023$2,355,715
+0.2%
49,231
-6.1%
0.37%
-6.1%
Q4 2022$2,350,045
-99.9%
52,444
+12.9%
0.40%
+11.3%
Q3 2022$1,950,727,000
-2.0%
46,456
+3.1%
0.36%
+5.3%
Q2 2022$1,990,596,000
-16.4%
45,046
+1.0%
0.34%
-8.9%
Q1 2022$2,380,644,000
-14.4%
44,589
+81.1%
0.37%
-10.6%
Q4 2021$2,782,112,000
+9.3%
24,618
+0.4%
0.41%
+1.5%
Q3 2021$2,545,504,000
-11.2%
24,508
-10.8%
0.41%
-15.0%
Q2 2021$2,865,626,000
+10.1%
27,482
+2.1%
0.48%
-5.1%
Q1 2021$2,602,323,000
+5.5%
26,908
-0.8%
0.51%
-2.5%
Q4 2020$2,467,585,000
+12.9%
27,119
-1.2%
0.52%
+0.4%
Q3 2020$2,185,003,000
+8.1%
27,436
-0.2%
0.52%
+9.1%
Q2 2020$2,020,645,000
+68.2%
27,503
+38.4%
0.47%
+32.8%
Q1 2020$1,201,107,000
+10601.2%
19,876
+13513.7%
0.36%
+11800.0%
Q4 2019$11,224,000
+8.3%
1460.0%0.00%0.0%
Q3 2019$10,368,000
+0.7%
1460.0%0.00%0.0%
Q2 2019$10,297,000
-78.4%
146
-78.4%
0.00%
-81.2%
Q3 2018$47,574,000
+3.4%
6750.0%0.02%0.0%
Q2 2018$46,028,0006750.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
AGILIS PARTNERS LLC 690,261$34,389,00031.11%
PLANNING ALTERNATIVES LTD /ADV 1,742,741$86,823,00018.64%
HT Partners LLC 560,966$27,947,00017.62%
Retirement Planning Group, LLC 939,067$46,784,00014.42%
FAS Wealth Partners, Inc. 529,480$26,379,00013.93%
HENGEHOLD CAPITAL MANAGEMENT LLC 768,781$38,301,00013.52%
KAYS FINANCIAL ADVISORY CORP /ADV 284,289$14,163,0009.59%
Apriem Advisors 466,936$23,263,0008.57%
Financial Management Professionals, Inc. 294,291$14,662,0008.10%
Destination Wealth Management 1,304,408$64,986,0006.58%
View complete list of SCHWAB STRATEGIC TR shareholders