Stratos Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 45 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$809,079
-9.7%
19,172
-5.7%
0.05%
-15.9%
Q2 2023$895,918
-20.2%
20,338
-4.8%
0.06%
-36.4%
Q2 2021$1,123,000
-64.5%
21,358
-65.4%
0.10%
-70.5%
Q1 2021$3,167,00061,6530.34%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
WestHill Financial Advisors, Inc. 184,800$9,646,0002.98%
Copperleaf Capital, LLC 49,105$2,563,0002.47%
Charles Schwab Trust Co 168,491$8,795,0001.73%
FLC Capital Advisors 38,148$1,991,0000.59%
CLIENT 1ST ADVISORY GROUP, LLC 17,928$936,0000.48%
VAN STRUM & TOWNE INC. 23,050$1,203,0000.47%
Ridgewood Investments LLC 6,625$346,0000.24%
TNF LLC 6,573$340,0000.15%
Teamwork Financial Advisors, LLC 7,234$378,0000.08%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,575,486$186,639,0000.06%
View complete list of SCHWAB STRATEGIC TR shareholders