Aptus Capital Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$10,997
-4.5%
3410.0%0.00%
Q2 2023$11,516
+0.1%
3410.0%0.00%
Q1 2023$11,505
-91.8%
341
-92.3%
0.00%
-100.0%
Q4 2022$139,853
+33.2%
4,444
+17.0%
0.00%
+33.3%
Q3 2022$105,000
-8.7%
3,798
+3.3%
0.00%0.0%
Q2 2022$115,000
-14.8%
3,675
+3.0%
0.00%0.0%
Q1 2022$135,000
+864.3%
3,567
+946.0%
0.00%
Q4 2021$14,0000.0%3410.0%0.00%
Q3 2021$14,0000.0%3410.0%0.00%
Q2 2021$14,000
+7.7%
3410.0%0.00%
Q1 2021$13,000
+8.3%
3410.0%0.00%
-100.0%
Q4 2020$12,000
+9.1%
3410.0%0.00%0.0%
Q3 2020$11,000
+10.0%
3410.0%0.00%0.0%
Q2 2020$10,000
-61.5%
341
-68.7%
0.00%
-50.0%
Q1 2020$26,000
-31.6%
1,091
-1.3%
0.00%
-33.3%
Q4 2019$38,000
+5.6%
1,105
-3.5%
0.00%
+50.0%
Q3 2019$36,0001,1450.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
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