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 ↓
Morton Brown Family Wealth, LLC 350,099$11,290,7005.77%
ACT WEALTH MANAGEMENT, LLC 256,220$8,263,1005.55%
Strategic Financial Planning, Inc. 151,520$4,886,5184.50%
Johnson Financial Group, LLC 942,897$30,408,4284.34%
JFG Wealth Management, LLC 337,598$10,887,5363.56%
McAdam, LLC 1,314,252$42,384,6233.48%
Kathleen S. Wright Associates Inc. 152,948$4,932,5812.76%
Brand Asset Management Group, Inc. 165,042$5,322,6042.73%
Vise Technologies, Inc. 326,210$10,520,2772.59%
HORIZON FINANCIAL SERVICES, LLC 97,261$3,136,6702.52%
View complete list of SCHWAB STRATEGIC TR shareholders