ATLAS CAPITAL ADVISORS LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$391,299
+3.3%
16,345
+6.3%
0.06%
+12.3%
Q2 2023$378,661
-28.8%
15,374
-29.1%
0.06%
-32.1%
Q1 2023$531,593
+19.6%
21,680
+15.5%
0.08%
+12.0%
Q4 2022$444,309
-99.9%
18,771
-15.7%
0.08%
-17.6%
Q3 2022$498,848,000
-20.0%
22,270
-9.4%
0.09%
-14.2%
Q2 2022$623,815,000
+9.6%
24,579
+20.0%
0.11%
+20.5%
Q1 2022$569,007,000
-6.7%
20,490
-0.5%
0.09%
-3.3%
Q4 2021$609,757,000
-40.3%
20,586
-38.6%
0.09%
-44.5%
Q3 2021$1,021,293,000
-26.7%
33,507
-21.0%
0.16%
-29.6%
Q2 2021$1,393,816,000
+57.6%
42,391
+52.3%
0.23%
+35.5%
Q1 2021$884,437,000
-12.4%
27,830
-15.5%
0.17%
-18.9%
Q4 2020$1,009,611,000
+46.6%
32,940
+28.0%
0.21%
+30.1%
Q3 2020$688,775,000
+7.3%
25,739
-2.3%
0.16%
+7.9%
Q2 2020$641,647,000
-11.1%
26,351
-24.4%
0.15%
-29.8%
Q1 2020$721,398,000
-18.6%
34,867
+7.7%
0.22%
-2.7%
Q4 2019$885,720,000
-23.5%
32,361
-29.8%
0.22%
-36.5%
Q3 2019$1,158,518,000
+63.8%
46,101
+71.0%
0.35%
+50.0%
Q2 2019$707,456,000
+55.9%
26,961
+54.5%
0.23%
+41.5%
Q1 2019$453,822,000
+47.2%
17,448
+33.1%
0.16%
+32.3%
Q4 2018$308,384,000
+238.6%
13,106
+264.4%
0.12%
+313.3%
Q3 2018$91,076,000
-88.0%
3,597
-87.5%
0.03%
-88.8%
Q2 2018$755,853,000
-46.6%
28,696
-41.8%
0.27%
-38.2%
Q1 2018$1,414,193,00049,2750.43%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 1,097,098$26,264,53120.43%
Red Tortoise LLC 403,032$9,648,5926.46%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 919,736$21,996,3726.36%
Heartwood Wealth Advisors LLC 1,779,025$42,589,8596.28%
Bishop & Co Investment Management, LLC 0$137,0086.15%
Upper Left Wealth Management, LLC 210,113$5,030,1065.23%
BlueSky Wealth Advisors, LLC 967,612$23,164,6204.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 448,428$10,735,3764.32%
Rainsberger Wealth Advisors, Inc. 293,900$7,035,9734.32%
Consilium Wealth Advisory, LLC 257,197$6,157,3074.31%
View complete list of SCHWAB STRATEGIC TR shareholders