Financial Advocates Investment Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 470 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$243,230
-93.5%
12,609
-84.5%
0.02%
-95.5%
Q4 2019$3,742,000
+0.4%
81,416
+3.0%
0.40%
-6.6%
Q3 2019$3,727,000
+29.4%
79,025
+21.9%
0.43%
+27.5%
Q2 2019$2,880,00064,8100.33%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Matrix Trust Co 1,116,896$52,684,00011.71%
PIERSHALE FINANCIAL GROUP, INC. 430,716$20,317,00011.49%
Q3 Asset Management 75,033$3,540,0008.82%
Invst, LLC 412,268$19,249,0008.67%
Fund Evaluation Group, LLC 899,283$42,419,0007.90%
Premise Capital, LLC 214,152$10,102,0007.50%
CITIZENS & NORTHERN CORP 268,261$12,654,0006.90%
MONEYWISE, INC. 164,861$7,777,0006.28%
Moisand Fitzgerald Tamayo, LLC 231,556$10,923,0005.91%
Brand Asset Management Group, Inc. 187,097$8,825,0005.85%
View complete list of SCHWAB STRATEGIC TR shareholders