CAPTRUST FINANCIAL ADVISORS - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 19 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
CAPTRUST FINANCIAL ADVISORS ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$207,064
+20606.4%
6,311
+39343.8%
0.00%
Q2 2022$1,000
-50.0%
16
-66.7%
0.00%
Q1 2022$2,000
-94.3%
48
-92.9%
0.00%
Q4 2021$35,0006740.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 719,061$25,339,71012.76%
TOTAL INVESTMENT MANAGEMENT INC 859,253$30,280,0917.37%
Faithward Advisors, LLC 850,189$29,960,6606.52%
SevenOneSeven Capital Management 82,405$2,903,9526.26%
Northwest Capital Management Inc 234,297$8,256,6414.39%
Kaizen Financial Strategies 40,694$1,531,3151.51%
Stokes Family Office, LLC 209,633$7,387,4760.95%
Clear Creek Financial Management, LLC 82,133$2,894,3760.64%
Tri-Star Advisors Inc. 11,886$444,8930.22%
Charles Schwab Trust Co 27,663$974,8440.13%
View complete list of SCHWAB STRATEGIC TR shareholders