ATLAS CAPITAL ADVISORS LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,723,781
-4.7%
40,2450.0%0.45%
+3.5%
Q2 2023$2,858,602
+10.2%
40,245
+5.3%
0.43%
+6.1%
Q1 2023$2,593,159
+1.5%
38,219
-1.9%
0.41%
-5.1%
Q4 2022$2,555,509
-99.9%
38,950
+5.0%
0.43%
+5.1%
Q3 2022$2,244,997,000
-3.5%
37,0890.0%0.41%
+3.8%
Q2 2022$2,326,592,000
-24.7%
37,089
-8.9%
0.39%
-17.9%
Q1 2022$3,088,716,000
-7.2%
40,716
-1.7%
0.48%
-3.2%
Q4 2021$3,330,043,000
-3.7%
41,403
-8.2%
0.50%
-10.5%
Q3 2021$3,457,902,000
-9.8%
45,107
-8.0%
0.55%
-13.7%
Q2 2021$3,835,621,000
+14.1%
49,005
+8.5%
0.64%
-1.7%
Q1 2021$3,361,482,000
+9.2%
45,1630.0%0.65%
+0.9%
Q4 2020$3,079,213,000
+30.4%
45,163
+6.1%
0.65%
+15.7%
Q3 2020$2,360,951,000
+2.9%
42,555
-2.4%
0.56%
+3.9%
Q2 2020$2,294,653,000
+17.1%
43,608
-6.2%
0.54%
-7.7%
Q1 2020$1,959,175,000
+57.8%
46,470
+125.1%
0.58%
+88.7%
Q4 2019$1,241,556,000
+4.9%
20,641
-1.4%
0.31%
-13.2%
Q3 2019$1,183,777,000
+5.4%
20,937
+6.4%
0.36%
-3.5%
Q2 2019$1,123,131,000
+3.5%
19,673
+0.4%
0.37%
-5.9%
Q1 2019$1,085,644,000
+15.6%
19,600
+0.0%
0.39%
+4.3%
Q4 2018$939,188,00019,5950.38%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
MONEYWISE, INC. 237,889$16,100,31210.10%
Newton One Investments LLC 217,434$14,715,9158.76%
FINANCIAL CONSULATE, INC 287,547$19,461,1858.59%
Mokosak Advisory Group, LLC 306,853$20,767,6058.44%
Legacy Wealth Management, Inc 1,371,043$92,792,2028.11%
Pillar Wealth Advisors, LLC 132,470$8,965,5477.76%
Noble Family Wealth, LLC 338,684$22,922,1347.73%
Northeast Financial Group, Inc. 185,664$12,565,7587.72%
HHM Wealth Advisors, LLC 574,019$38,849,6497.59%
Summit Financial Strategies, Inc. 586,293$39,680,2807.56%
View complete list of SCHWAB STRATEGIC TR shareholders