SVB WEALTH LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 257 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$242,520
+15.4%
7,520
+20.8%
0.01%
+25.0%
Q2 2023$210,184
-27.3%
6,224
-10.7%
0.00%0.0%
Q3 2021$289,000
-66.0%
6,970
-71.6%
0.00%
-73.3%
Q4 2019$850,000
+15.6%
24,533
+6.2%
0.02%0.0%
Q3 2019$735,000
-26.0%
23,111
-24.0%
0.02%
-54.5%
Q2 2019$993,00030,4260.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 824,796$27,853,3618.68%
Morton Brown Family Wealth, LLC 321,451$10,855,4085.80%
ACT WEALTH MANAGEMENT, LLC 256,993$8,678,6614.88%
Strategic Financial Planning, Inc. 152,947$5,165,0194.57%
Johnson Financial Group, LLC 950,666$32,103,9914.39%
JFG Wealth Management, LLC 335,757$11,338,5143.48%
McAdam, LLC 1,195,011$40,355,5173.33%
Kathleen S. Wright Associates Inc. 147,390$4,977,3693.17%
Brand Asset Management Group, Inc. 176,345$5,955,1702.84%
Upper Left Wealth Management, LLC 74,402$2,512,5562.79%
View complete list of SCHWAB STRATEGIC TR shareholders