Ellevest, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Ellevest, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$94,472
+124.9%
1,919
+123.7%
0.01%
+100.0%
Q3 2022$42,000
+950.0%
858
+1125.7%
0.00%
Q3 2021$4,000
-69.2%
70
-70.1%
0.00%
-100.0%
Q4 2019$13,0000.0%2340.0%0.00%
-20.0%
Q3 2019$13,0002340.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
INSIGHT 2811, INC. 807,846$47,033,00027.69%
HC Advisors, LLC 361,486$21,046,00014.39%
WNY Asset Management, LLC 449,186$26,151,00013.22%
Your Advocates Ltd., LLP 290,480$16,912,00012.44%
ASSET PLANNING CORPORATION 154,794$9,012,0008.94%
BerganKDV Wealth Management, LLC 878,389$51,140,0007.19%
Clear Perspectives Financial Planning, LLC 155,878$9,075,0005.75%
HARVEST GROUP WEALTH MANAGEMENT, LLC 158,901$9,251,0005.52%
STERLING INVESTMENT MANAGEMENT, LLC 115,933$6,750,0004.79%
Beacon Wealthcare, Inc 117,758$6,856,0003.99%
View complete list of SCHWAB STRATEGIC TR shareholders