Empowered Funds, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.

Quarter-by-quarter ownership
Empowered Funds, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$4,061,923
-8.6%
82,636
+9.1%
0.14%
-91.7%
Q2 2020$4,444,00075,7341.72%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 817,695$43,542,00024.71%
Verdad Advisers, LP 550,000$29,288,00023.99%
Morningstar Investment Management LLC 1,240,757$66,070,00012.19%
WestHill Financial Advisors, Inc. 426,226$22,697,0006.55%
Beacon Wealthcare LLC 248,324$13,223,0006.52%
BerganKDV Wealth Management, LLC 1,110,934$59,157,0006.33%
HC Advisors, LLC 179,430$9,555,0006.06%
Morton Brown Family Wealth, LLC 145,867$7,767,0005.87%
Seascape Capital Management 154,819$8,244,0004.28%
HARVEST GROUP WEALTH MANAGEMENT, LLC 133,556$7,112,0004.04%
View complete list of SCHWAB STRATEGIC TR shareholders