Triumph Capital Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Triumph Capital Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$371,000
-5.8%
6,617
-4.8%
0.16%
-12.5%
Q3 2021$394,0006,9470.18%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
INSIGHT 2811, INC. 807,846$47,033,00027.69%
HC Advisors, LLC 361,486$21,046,00014.39%
WNY Asset Management, LLC 449,186$26,151,00013.22%
Your Advocates Ltd., LLP 290,480$16,912,00012.44%
ASSET PLANNING CORPORATION 154,794$9,012,0008.94%
BerganKDV Wealth Management, LLC 878,389$51,140,0007.19%
Clear Perspectives Financial Planning, LLC 155,878$9,075,0005.75%
HARVEST GROUP WEALTH MANAGEMENT, LLC 158,901$9,251,0005.52%
STERLING INVESTMENT MANAGEMENT, LLC 115,933$6,750,0004.79%
Beacon Wealthcare, Inc 117,758$6,856,0003.99%
View complete list of SCHWAB STRATEGIC TR shareholders