ATLAS CAPITAL ADVISORS LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 386 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,127
-2.8%
380.0%0.00%
Q2 2023$2,188
+4.8%
380.0%0.00%
Q1 2023$2,087
+2.8%
380.0%0.00%
Q4 2022$2,031
-99.9%
380.0%0.00%
Q3 2022$1,815,000
-6.2%
380.0%0.00%
Q2 2022$1,934,000
-13.0%
380.0%0.00%
Q1 2022$2,224,000
-0.1%
380.0%0.00%
Q4 2021$2,227,000
+8.6%
380.0%0.00%
Q3 2021$2,050,000
-1.4%
380.0%0.00%
Q2 2021$2,080,000
+5.9%
380.0%0.00%
Q1 2021$1,964,000
+14.1%
380.0%0.00%
Q4 2020$1,721,000
+102.9%
38
+65.2%
0.00%
Q2 2020$848,000
-97.6%
23
-97.9%
0.00%
-100.0%
Q1 2020$34,747,000
-26.6%
1,1090.0%0.01%
-16.7%
Q4 2019$47,335,000
+6.9%
1,109
-0.9%
0.01%
-7.7%
Q3 2019$44,259,000
+0.3%
1,119
-0.8%
0.01%
-13.3%
Q2 2019$44,144,0001,1280.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Koesten, Hirschmann & Crabtree, INC. 608,027$34,031,30826.66%
Northwest Bancshares, Inc. 1,989,850$111,371,90521.32%
RESTON WEALTH MANAGEMENT LLC 641,903$35,927,31218.14%
Glassman Wealth Services 1,444,951$80,873,92413.06%
Prairiewood Capital, LLC 344,532$19,283,48012.51%
Your Advocates Ltd., LLP 364,894$20,423,12212.19%
Charles Schwab Investment Advisory, Inc. 124,385,451$6,961,853,69710.99%
McAdam, LLC 2,333,308$130,595,27310.71%
ZRC WEALTH MANAGEMENT, LLC 219,768$12,300,39910.62%
Kelman-Lazarov, Inc. 794,187$44,450,65710.51%
View complete list of SCHWAB STRATEGIC TR shareholders