SIMON QUICK ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 740 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.32 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 Q1 2022
NameSharesValueWeighting ↓
FC Advisory LLC 125,330$6,542,2072.53%
Marotta Asset Management 225,433$11,767,6032.53%
CATALYST PRIVATE WEALTH, LLC 50,080$2,614,1761.23%
Curbstone Financial Management Corp 99,150$5,175,6301.18%
McLean Asset Management Corp 55,381$2,867,0551.08%
Pure Financial Advisors, LLC 592,787$30,943,4961.07%
Aletheian Wealth Advisors LLC 28,824$1,504,6001.00%
Arden Trust Co 111,455$5,817,9560.85%
Horizons Wealth Management 15,003$783,1570.51%
Walker Asset Management, LLC 12,462$650,5160.47%
View complete list of SCHWAB STRATEGIC TR shareholders