WEALTHSOURCE PARTNERS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 80 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$896,000
-20.1%
17,718
-19.3%
0.07%
-26.5%
Q3 2021$1,121,000
+4.1%
21,960
+4.4%
0.10%
+2.1%
Q2 2021$1,077,000
+124.4%
21,044
+123.4%
0.10%
+100.0%
Q1 2021$480,0009,4200.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
WASHBURN CAPITAL MANAGEMENT, INC. 63,676$3,271,0002.27%
Physician Wealth Advisors, Inc. 57,927$2,974,0001.01%
Financial Architects, Inc 73,211$3,761,0000.70%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13,821$710,0000.54%
Truadvice, LLC 33,227$1,706,0000.52%
Charles Schwab Trust Co 20,411$1,049,0000.25%
ARBOR TRUST WEALTH ADVISORS, LLC 5,600$288,0000.21%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 8,180$420,0000.19%
Mirador Capital Partners LP 9,232$474,0000.13%
FLOW TRADERS U.S. LLC 16,303$837,0000.06%
View complete list of SCHWAB STRATEGIC TR shareholders