SVB WEALTH LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 669 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$211,000
-14.9%
7,126
-12.5%
0.00%0.0%
Q3 2021$248,000
-17.6%
8,145
-11.1%
0.00%
-25.0%
Q2 2021$301,000
+8.3%
9,161
+4.7%
0.00%0.0%
Q1 2021$278,0008,7530.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
NameSharesValueWeighting ↓
Hamilton Capital, LLC 2,310,263$60,090,00027.06%
VALENTINE VENTURES LLC 988,729$25,717,00026.55%
COOPER/HAIMS ADVISORS, LLC 750,775$19,528,00012.44%
B & T Capital Management DBA Alpha Capital Management 1,143,931$29,754,00011.70%
Bogart Wealth, LLC 900,138$23,412,00011.29%
TOTAL INVESTMENT MANAGEMENT INC 1,784,548$44,400,00010.68%
Live Your Vision, LLC 990,115$26,634,0008.08%
APPLETON GROUP, LLC 311,295$8,097,0007.80%
Northwest Capital Management Inc 229,443$5,967,0007.20%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 375,890$9,777,0006.87%
View complete list of SCHWAB STRATEGIC TR shareholders