Aptus Capital Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$24,488
-19.6%
485
-16.5%
0.00%0.0%
Q2 2023$30,462
-63.6%
581
-64.0%
0.00%
-66.7%
Q4 2022$83,589
+39.3%
1,614
+38.2%
0.00%
+200.0%
Q3 2022$60,000
-4.8%
1,168
+3.7%
0.00%
-50.0%
Q2 2022$63,000
-7.4%
1,126
+0.5%
0.00%0.0%
Q1 2022$68,0001,120
+15900.0%
0.00%
Q2 2021$0
-100.0%
7
-92.0%
0.00%
Q3 2020$5,0000.0%870.0%0.00%
Q2 2020$5,0000.0%870.0%0.00%
Q1 2020$5,0000.0%87
-3.3%
0.00%
Q4 2019$5,0000.0%900.0%0.00%
Q3 2019$5,000900.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 49,267,823$3,079,731,000100.00%
NinePointTwo Capital LLC 1,713,470$107,109,00037.74%
Knowledge Leaders Capital, LLC 329,957$20,626,00013.80%
AllGen Financial Advisors, Inc. 235,677$14,732,16711.31%
Charles Schwab Investment Advisory, Inc. 90,703,478$5,669,874,0009.71%
Carolina Wealth Advisors, LLC 216,575$13,538,0009.12%
MONUMENTAL FINANCIAL GROUP INC. 166,973$10,437,0008.93%
SVB Investment Services Inc. 205,748$12,861,0008.58%
KEYSTONE WEALTH PARTNERS 223,796$13,989,0008.35%
LVW Advisors, LLC 695,048$43,447,0007.71%
View complete list of SCHWAB STRATEGIC TR shareholders