Providence Capital Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.

Quarter-by-quarter ownership
Providence Capital Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$11,166
-3.6%
2240.0%0.00%0.0%
Q2 2023$11,581
+8.1%
2240.0%0.00%0.0%
Q1 2023$10,718
+6.8%
2240.0%0.00%0.0%
Q4 2022$10,037
+11.5%
2240.0%0.00%0.0%
Q3 2022$9,000
-10.0%
2240.0%0.00%0.0%
Q2 2022$10,000
-16.7%
2240.0%0.00%0.0%
Q1 2022$12,000
-7.7%
224
+100.0%
0.00%
-25.0%
Q4 2021$13,000
+8.3%
1120.0%0.00%0.0%
Q3 2021$12,0000.0%1120.0%0.00%0.0%
Q2 2021$12,000
+9.1%
1120.0%0.00%0.0%
Q1 2021$11,000
+10.0%
1120.0%0.00%0.0%
Q4 2020$10,000
-72.2%
112
-81.4%
0.00%
-81.8%
Q1 2020$36,000
+227.3%
602
+283.4%
0.02%
+214.3%
Q1 2019$11,0001570.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2019
NameSharesValueWeighting ↓
HT Partners LLC 1,372,248$109,286,00041.49%
Evergreen Advisors, LLC 978,722$77,945,00035.63%
Strid Group, LLC 1,087,067$86,574,00026.48%
Evensky & Katz LLC 2,417,877$192,560,00026.10%
SYM FINANCIAL Corp 388,518$30,942,00023.17%
AGILIS PARTNERS LLC 655,927$52,238,00019.58%
Madden Advisory Services, Inc. 250,656$19,962,00019.02%
JBJ Investment Partners, LLC 867,252$69,068,00018.06%
Hanson & Doremus Investment Management 758,369$60,397,00018.03%
Callan Capital, LLC 934,805$74,448,00016.71%
View complete list of SCHWAB STRATEGIC TR shareholders