Camelot Portfolios, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Camelot Portfolios, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$216,000
-7.3%
5,701
+0.3%
0.11%
+13.8%
Q4 2021$233,000
+9.4%
5,685
+10.8%
0.09%
-13.8%
Q3 2021$213,000
+4.4%
5,133
+4.8%
0.11%
+32.9%
Q2 2021$204,000
-14.3%
4,900
-33.6%
0.08%
-17.2%
Q1 2019$238,0007,3770.10%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Southern Wealth Management, LLP 677,322$22,832,5228.86%
Morton Brown Family Wealth, LLC 285,054$9,609,1785.73%
Johnson Financial Group, LLC 995,782$33,567,8115.04%
ACT WEALTH MANAGEMENT, LLC 242,757$8,183,3364.87%
Strategic Financial Planning, Inc. 157,219$5,299,8494.84%
JFG Wealth Management, LLC 361,825$12,197,1214.16%
McAdam, LLC 1,087,429$36,657,2443.30%
Kathleen S. Wright Associates Inc. 147,082$4,958,1483.26%
Brand Asset Management Group, Inc. 181,281$6,110,9973.08%
Vise Technologies, Inc. 337,078$11,362,8992.99%
View complete list of SCHWAB STRATEGIC TR shareholders