Mutual Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$422,000
-39.0%
8,173
-38.3%
0.02%
-46.3%
Q3 2021$692,000
-34.5%
13,256
-34.1%
0.04%
-34.9%
Q2 2021$1,057,000
-12.2%
20,119
-14.2%
0.06%
-23.2%
Q1 2021$1,204,00023,4380.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Charles Schwab Investment Advisory, Inc. 101,715,661$4,292,400,8756.78%
Pinnacle Wealth Management Group, Inc. 130,107$5,490,5155.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 199,434$8,4163.32%
WestHill Financial Advisors, Inc. 237,259$10,012,3112.92%
Kaizen Financial Strategies 59,429$2,507,9042.12%
FFG RETIREMENT ADVISORS LLC 51,816$2,186,6351.81%
DecisionPoint Financial, LLC 78,765$3,323,8831.74%
Campbell Wealth Management 305,855$12,9071.57%
Horst & Graben Wealth Management LLC 123,785$5,223,7321.28%
Charles Schwab Trust Co 161,154$6,800,6990.77%
View complete list of SCHWAB STRATEGIC TR shareholders