Centric Wealth Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
Centric Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$2,425,000
-4.0%
97,428
+79.5%
0.77%
-59.7%
Q3 2020$2,526,0000.0%54,2850.0%1.90%0.0%
Q1 2020$2,526,000
+29.8%
54,285
+28.2%
1.90%
+22.9%
Q4 2019$1,946,000
-23.0%
42,346
-22.0%
1.55%
-18.6%
Q3 2019$2,526,000
+118.3%
54,285
+108.4%
1.90%
+88.4%
Q2 2019$1,157,000
+34.5%
26,045
+34.5%
1.01%
+26.8%
Q1 2019$860,000
+29.9%
19,364
+12.7%
0.80%
+36.8%
Q4 2018$662,00017,1840.58%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 269,875$11,275,00011.20%
Fund Evaluation Group, LLC 1,633,682$68,255,00010.86%
HAYS ADVISORY LLC 301,443$12,594,0006.96%
Q3 Asset Management 143,943$6,007,0006.59%
MONEYWISE, INC. 183,016$7,646,0006.54%
Whitnell & Co. 350,288$14,635,0006.09%
Financial Engines Advisors L.L.C. 6,093,935$254,612,0006.05%
Brand Asset Management Group, Inc. 189,301$7,909,0006.04%
Moisand Fitzgerald Tamayo, LLC 222,165$9,282,0005.40%
Northwest Quadrant Wealth Management, LLC 164,078$6,855,0004.58%
View complete list of SCHWAB STRATEGIC TR shareholders