Crewe Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 and the average weighting 1.1%.

Quarter-by-quarter ownership
Crewe Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2019$010.0%0.00%
Q2 2019$010.0%0.00%
Q1 2019$0
-100.0%
1
-99.3%
0.00%
-100.0%
Q1 2018$7,0000.0%1340.0%0.01%0.0%
Q4 2017$7,0001340.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2019
NameSharesValueWeighting ↓
INVESTMENT SECURITY GROUP INC /CO/ /ADV 771,194$60,361,00023.86%
Filbrandt Wealth Management, LLC 283,420$22,183,00012.57%
MONEYWISE, INC. 235,231$18,412,00012.57%
Newton One Investments LLC 189,112$14,802,00011.75%
Legacy Wealth Management, Inc 1,182,071$92,521,00011.60%
Northeast Financial Group, Inc. 200,327$15,679,62810.24%
Harbor Group, Inc. 196,498$15,380,00010.12%
Opal Wealth Advisors, LLC 135,321$10,592,0009.86%
BLUE SQUARE ASSET MANAGEMENT, LLC 195,499$15,302,0009.40%
Northern Capital Management, Inc. 140,704$11,013,0009.36%
View complete list of SCHWAB STRATEGIC TR shareholders