SIMON QUICK ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$48,000
-4.0%
7950.0%0.01%
+7.7%
Q4 2021$50,000
+2.0%
7950.0%0.01%0.0%
Q3 2021$49,0000.0%7950.0%0.01%0.0%
Q2 2021$49,000
+2.1%
7950.0%0.01%
-7.1%
Q1 2021$48,000
-2.0%
7950.0%0.01%
-6.7%
Q4 2020$49,0007950.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 47,993,433$3,003,429,00099.85%
NinePointTwo Capital LLC 2,287,641$143,160,00055.49%
Knowledge Leaders Capital, LLC 329,957$20,649,00016.67%
AllGen Financial Advisors, Inc. 242,762$15,192,07212.40%
Charles Schwab Investment Advisory, Inc. 94,379,550$5,906,273,0009.87%
SVB Investment Services Inc. 231,493$14,487,0009.66%
MONUMENTAL FINANCIAL GROUP INC. 189,330$11,848,0009.46%
Carolina Wealth Advisors, LLC 220,866$13,822,0009.15%
PEAK FINANCIAL ADVISORS LLC 157,484$9,855,0008.67%
KEYSTONE WEALTH PARTNERS 237,311$14,851,0008.18%
View complete list of SCHWAB STRATEGIC TR shareholders