Financial Advocates Investment Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$1,745,848
-28.7%
34,619
-30.4%
0.12%
-31.7%
Q4 2022$2,448,861
+6.0%
49,743
+4.4%
0.18%
-4.2%
Q3 2022$2,311,00047,6410.19%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Cornerstone Wealth Advisors, Inc. 719,307$34,483,57812.16%
Northwest Capital Management Inc 600,030$28,765,44811.11%
HC Advisors, LLC 250,445$12,006,3787.14%
Beacon Wealthcare LLC 266,966$12,798,3676.76%
Upper Left Wealth Management, LLC 131,494$6,303,8236.56%
WestHill Financial Advisors, Inc. 458,657$21,988,0176.42%
Hilton Capital Management, LLC 959,558$46,001,2036.13%
Charles Schwab Investment Advisory, Inc. 77,254,712$3,703,590,8785.85%
Moisand Fitzgerald Tamayo, LLC 530,955$25,453,9835.37%
Your Advocates Ltd., LLP 185,501$8,892,8955.31%
View complete list of SCHWAB STRATEGIC TR shareholders