GREAT VALLEY ADVISOR GROUP, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$14,345,483
+27.6%
422,418
+34.0%
0.60%
+26.3%
Q2 2023$11,241,943
+30.1%
315,336
+27.0%
0.47%
+16.9%
Q1 2023$8,640,777
+74.1%
248,309
+61.2%
0.40%
+58.7%
Q4 2022$4,961,985
+20.0%
154,057
+4.8%
0.25%
+9.5%
Q3 2022$4,136,000
-6.0%
147,045
+5.1%
0.23%
-4.1%
Q2 2022$4,402,000
-2.8%
139,976
+13.7%
0.24%
-8.3%
Q1 2022$4,527,000
-7.6%
123,133
-2.3%
0.26%
-12.9%
Q4 2021$4,900,000
-9.5%
126,077
-9.9%
0.30%
-18.8%
Q3 2021$5,414,000
+9.2%
139,915
+11.2%
0.37%
+1.6%
Q2 2021$4,960,000
+2124.2%
125,842
+1931.0%
0.37%
+1495.7%
Q4 2020$223,000
+3.7%
6,196
-3.6%
0.02%
-52.1%
Q4 2019$215,000
-15.4%
6,426
-20.4%
0.05%
-21.3%
Q3 2019$254,000
+12.4%
8,068
+13.6%
0.06%
+7.0%
Q2 2019$226,0007,1000.06%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,483,581$64,175,00019.97%
Wealthfront Advisers LLC 62,593,885$1,617,426,00014.69%
Matrix Trust Co 2,043,996$52,817,00014.27%
SVB Investment Services Inc. 564,159$14,578,00012.64%
Evergreen Advisors, LLC 837,704$21,646,00012.14%
Personal Capital Advisors Corp 47,086,281$1,224,149,00012.07%
Pacific Edge Advisors, LLC 647,195$16,724,00011.94%
Your Advocates Ltd., LLP 518,042$13,386,00011.56%
Harborview Advisors, LLC 442,145$11,425,00011.38%
OGOREK ANTHONY JOSEPH /NY/ /ADV 778,989$20,129,00010.94%
View complete list of SCHWAB STRATEGIC TR shareholders