Westwind Capital - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 628 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.

Quarter-by-quarter ownership
Westwind Capital ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$60,000
-15.5%
1,1650.0%0.02%
+10.5%
Q1 2022$71,000
+1.4%
1,165
+5.0%
0.02%
+11.8%
Q4 2021$70,000
+900.0%
1,110
+918.3%
0.02%
+750.0%
Q3 2021$7,0001090.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 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