Patriot Financial Group Insurance Agency, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.6%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$1,0000.0%34
+61.9%
0.00%
Q4 2020$1,0000.0%210.0%0.00%
Q3 2020$1,0000.0%210.0%0.00%
Q2 2020$1,0000.0%21
+133.3%
0.00%
Q2 2019$1,00090.0%0.00%
Q1 2019$090.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2019
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 338,449$6,609,9035.85%
Pioneer Wealth Management Group 317,504$6,200,8484.93%
Upper Left Wealth Management, LLC 176,799$3,452,8853.84%
Moisand Fitzgerald Tamayo, LLC 909,572$17,763,9443.63%
WEALTH MANAGEMENT RESOURCES, INC. 318,515$6,220,6003.62%
Cypress Point Wealth Management, LLC 172,872$3,376,1823.60%
Courage Miller Partners, LLC 401,282$7,837,0423.26%
RATIONAL ADVISORS LLC 1,962,413$38,325,9263.17%
Gunma Bank,Ltd. 221,000$4,3162.92%
Firestone Capital Management 439,086$8,755,3762.85%
View complete list of SCHWAB STRATEGIC TR shareholders