Gladstone Institutional Advisory LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.80 and the average weighting 0.8%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$263
-6.7%
8,884
-3.8%
0.02%
-28.6%
Q3 2021$282
-28.6%
9,237
-23.2%
0.03%
-40.4%
Q2 2021$395
-6.2%
12,024
-9.3%
0.05%
-27.7%
Q1 2021$421
-100.0%
13,252
-88.5%
0.06%
-90.9%
Q2 2020$2,795,000
-30.1%
114,801
-40.6%
0.71%
-31.0%
Q1 2020$3,997,000
+1.2%
193,164
+33.9%
1.03%
+6.5%
Q4 2019$3,949,000
+11.5%
144,296
+2.4%
0.97%
+7.4%
Q3 2019$3,541,000
-1.0%
140,901
+3.3%
0.90%
-17.3%
Q2 2019$3,578,000
+13.0%
136,345
+12.1%
1.09%
-6.2%
Q1 2019$3,165,000121,6751.16%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2019
NameSharesValueWeighting ↓
Hamilton Capital, LLC 5,289,845$134,574,00061.22%
VALENTINE VENTURES LLC 817,105$19,226,00024.00%
Pension Partners, LLC 725,448$17,070,00019.66%
COOPER/HAIMS ADVISORS, LLC 713,485$16,788,00011.59%
Holistic Financial Partners 364,178$8,569,0008.93%
Live Your Vision, LLC 1,012,477$24,846,0008.35%
TOTAL INVESTMENT MANAGEMENT INC 911,923$23,391,0007.41%
Signature Financial Management, Inc. 1,293,148$30,429,0007.32%
Harborview Advisors, LLC 254,967$5,999,0007.03%
Ironwood Wealth Management, LLC. 302,458$7,117,0006.86%
View complete list of SCHWAB STRATEGIC TR shareholders