Sunbelt Securities, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Sunbelt Securities, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$220,504
+1.2%
6,493
+6.2%
0.03%0.0%
Q2 2023$217,895
-23.7%
6,112
-25.9%
0.03%
-32.6%
Q1 2023$285,759
-82.0%
8,245
-83.3%
0.05%
-85.2%
Q4 2022$1,590,357
+10.0%
49,375
-4.0%
0.31%
+1.6%
Q3 2022$1,446,000
-9.2%
51,414
+1.5%
0.31%
-9.2%
Q2 2022$1,593,000
-13.3%
50,647
+2.8%
0.34%
+0.3%
Q1 2022$1,837,000
-3.2%
49,249
-1.5%
0.34%
+9.1%
Q4 2021$1,897,000
-17.3%
50,024
-14.8%
0.31%
-25.4%
Q3 2021$2,295,0000.0%58,7350.0%0.41%0.0%
Q2 2021$2,295,000
+10.4%
58,735
+6.3%
0.41%
+0.7%
Q1 2021$2,079,000
-17.2%
55,271
-20.7%
0.41%
-21.0%
Q4 2020$2,510,000
+25.7%
69,6930.52%
-6.5%
Q3 2020$1,997,000
-98.5%
0
-100.0%
0.56%
-90.5%
Q1 2020$136,960,000
+5831.6%
4,466,963
+6407.1%
5.87%
+2315.2%
Q4 2019$2,309,00068,6480.24%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 37,307,305$1,233,005,00029.32%
MCIA Inc 674,064$22,278,00021.75%
Riverpoint Wealth Management Holdings, LLC 1,172,299$38,744,00021.53%
COOPER/HAIMS ADVISORS, LLC 615,312$20,336,00015.04%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 862,045$28,491,00015.00%
Pacific Edge Advisors, LLC 799,480$26,423,00014.57%
TD Ameritrade Trust Co 1,118,129$36,954,00014.06%
OGOREK ANTHONY JOSEPH /NY/ /ADV 543,684$17,968,00014.00%
Peachtree Investment Advisors, Inc. 569,439$18,820,00013.63%
Apriem Advisors 1,793,436$59,273,00013.32%
View complete list of SCHWAB STRATEGIC TR shareholders