Financial Advocates Investment Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$245,000
-30.8%
4,734
-25.4%
0.02%
-31.0%
Q2 2022$354,000
-47.9%
6,346
-43.4%
0.03%
-35.6%
Q1 2022$680,000
+19.3%
11,208
+23.4%
0.04%
+25.0%
Q4 2021$570,000
-3.7%
9,079
-4.0%
0.04%
-10.0%
Q3 2021$592,000
-17.1%
9,458
-17.2%
0.04%
-16.7%
Q2 2021$714,000
+24.0%
11,419
+21.3%
0.05%
+17.1%
Q1 2021$576,000
-5.6%
9,416
-4.4%
0.04%
-2.4%
Q4 2020$610,000
+22.7%
9,852
+22.1%
0.04%0.0%
Q3 2020$497,000
+0.2%
8,072
-2.4%
0.04%
-10.6%
Q2 2020$496,000
+6.2%
8,267
+1.9%
0.05%
-29.9%
Q1 2020$467,000
+68.6%
8,116
+65.7%
0.07%
+131.0%
Q4 2019$277,000
+22.0%
4,898
+22.4%
0.03%
+11.5%
Q3 2019$227,000
-9.2%
4,003
-9.7%
0.03%
-10.3%
Q2 2019$250,000
+22.0%
4,431
+19.1%
0.03%
+16.0%
Q1 2019$205,0003,7190.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 49,267,823$3,079,731,000100.00%
NinePointTwo Capital LLC 1,713,470$107,109,00037.74%
Knowledge Leaders Capital, LLC 329,957$20,626,00013.80%
AllGen Financial Advisors, Inc. 235,677$14,732,16711.31%
Charles Schwab Investment Advisory, Inc. 90,703,478$5,669,874,0009.71%
Carolina Wealth Advisors, LLC 216,575$13,538,0009.12%
MONUMENTAL FINANCIAL GROUP INC. 166,973$10,437,0008.93%
SVB Investment Services Inc. 205,748$12,861,0008.58%
KEYSTONE WEALTH PARTNERS 223,796$13,989,0008.35%
LVW Advisors, LLC 695,048$43,447,0007.71%
View complete list of SCHWAB STRATEGIC TR shareholders