Peachtree Investment Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 49 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Peachtree Investment Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$271,575
+1.8%
5,190
-1.4%
0.11%
-0.9%
Q1 2024$266,676
+10.3%
5,263
+0.3%
0.11%
+9.1%
Q4 2023$241,666
+12.0%
5,247
+0.4%
0.10%
-10.0%
Q3 2023$215,854
-3.1%
5,226
+0.3%
0.11%
+7.8%
Q2 2023$222,845
-55.8%
5,208
-59.2%
0.10%
-67.6%
Q1 2023$504,618
+162.2%
12,759
+144.8%
0.32%
+169.2%
Q4 2022$192,445
+6.3%
5,211
-0.4%
0.12%
-4.1%
Q3 2022$181,000
-52.1%
5,234
-49.5%
0.12%
-48.3%
Q2 2022$378,000
-67.0%
10,357
-60.2%
0.24%
-55.1%
Q1 2022$1,145,000
-32.6%
26,016
-28.7%
0.53%
-26.2%
Q4 2021$1,700,000
+10.0%
36,498
+0.6%
0.71%
-5.7%
Q3 2021$1,545,000
+0.1%
36,268
+0.2%
0.76%
+0.3%
Q2 2021$1,544,000
+20.1%
36,187
+10.9%
0.75%
+2.0%
Q1 2021$1,286,000
+630.7%
32,618
+592.1%
0.74%
+624.5%
Q4 2020$176,000
+13.5%
4,713
+0.4%
0.10%
-4.7%
Q3 2020$155,000
+9.2%
4,694
+0.2%
0.11%
-8.5%
Q2 2020$142,000
+21.4%
4,683
+0.1%
0.12%0.0%
Q1 2020$117,000
-44.8%
4,678
-30.2%
0.12%
-19.9%
Q4 2019$212,000
-60.0%
6,702
-64.8%
0.15%
-67.3%
Q1 2019$530,00019,0280.45%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2019
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 5,778,341$168,497,00027.58%
WADDELL & ASSOCIATES, LLC 768,414$22,407,0007.02%
Clearshares LLC 135,064$3,938,0003.86%
Apollon Wealth Management, LLC 76,685$2,236,0002.34%
Pinion Investment Advisors, LLC 10,966$320,0000.66%
Omega Financial Group, LLC 29,877$871,0000.61%
Prime Capital Investment Advisors, LLC 132,615$3,867,0000.60%
COLONY GROUP LLC 420,952$12,275,0000.39%
HBK Sorce Advisory LLC 137,668$4,014,0000.38%
Aspen Investment Management Inc 12,010$350,0000.23%
View complete list of SCHWAB STRATEGIC TR shareholders