Gratus Capital, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.

Quarter-by-quarter ownership
Gratus Capital, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$204,952
-6.1%
3,823
-9.3%
0.02%
-11.1%
Q4 2022$218,243
+6.5%
4,214
+14.9%
0.02%
-21.7%
Q2 2022$205,000
-14.9%
3,668
-4.4%
0.02%
+4.5%
Q4 2021$241,0003,8380.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 14,279,084$720,950,95195.54%
NinePointTwo Capital LLC 1,726,601$87,17635.55%
Sensible Financial Planning & Management, LLC. 1,441,882$72,80118.31%
LifeGuide Financial Advisors, LLC 606,248$30,609,48717.89%
Joseph Group Capital Management 421,552$21,284,16015.33%
Walker Financial Services, Inc. 236,191$11,925,29111.59%
Carolina Wealth Advisors, LLC 350,044$17,673,7259.98%
Live Oak Investment Partners 196,101$9,889,1738.52%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 246,137$12,427,4418.06%
MARSHALL FINANCIAL GROUP INC /ADV 377,322$19,050,9687.76%
View complete list of SCHWAB STRATEGIC TR shareholders