Capital Wealth Planning, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Wealth Planning, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2020$2,413,000
+163.7%
41,047
+146.5%
0.15%
+181.5%
Q4 2019$915,000
+5.3%
16,652
+6.1%
0.05%
-1.8%
Q3 2019$869,000
-12.7%
15,692
-14.8%
0.06%
-65.4%
Q2 2017$995,00018,4280.16%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
Cornerstone Wealth Advisors, Inc. 608,014$30,662,14611.14%
BerganKDV Wealth Management, LLC 1,770,773$89,300,0929.20%
LIBRA WEALTH LLC 271,717$13,702,6887.94%
HC Advisors, LLC 227,517$11,473,7057.09%
Morningstar Investment Management LLC 934,158$47,1107.02%
WestHill Financial Advisors, Inc. 442,569$22,318,7556.68%
Beacon Wealthcare LLC 251,479$12,682,0866.63%
Charles Schwab Investment Advisory, Inc. 76,816,412$3,873,851,6696.17%
FLC Capital Advisors 364,254$18,369,3295.62%
Moisand Fitzgerald Tamayo, LLC 502,831$25,357,7685.42%
View complete list of SCHWAB STRATEGIC TR shareholders