Zhang Financial LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Zhang Financial LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$232,617
-52.8%
4,852
-51.5%
0.02%
-52.9%
Q2 2023$492,763
-2.8%
9,999
-0.5%
0.05%
-12.1%
Q1 2023$506,763
+1.5%
10,049
-0.9%
0.06%
-9.4%
Q4 2022$499,355
+2.1%
10,143
+1.9%
0.06%
-13.5%
Q3 2022$489,000
-4.5%
9,953
+0.4%
0.07%
-9.8%
Q2 2022$512,000
+9.9%
9,914
+13.4%
0.08%
+3.8%
Q1 2022$466,000
+86.4%
8,744
+96.2%
0.08%
+79.5%
Q4 2021$250,000
-0.4%
4,456
+0.5%
0.04%
-24.1%
Q3 2021$251,0000.0%4,432
+0.2%
0.06%
-6.5%
Q2 2021$251,0004,4220.06%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Beacon Wealthcare LLC 378,017$18,794,9899.04%
Modus Advisors, LLC 73,283$3,643,6261.48%
MASSMUTUAL TRUST CO FSB/ADV 329,314$16,373,4920.55%
FC Advisory LLC 8,787$436,9140.17%
Apella Capital, LLC 5,227$258,5970.01%
Bartlett & Co. LLC 7,683$3820.01%
Pacifica Partners Inc. 90$4,4060.00%
Anchor Investment Management, LLC 26$1,2930.00%
Versant Capital Management, Inc 18$8820.00%
Global Wealth Strategies & Associates 10$4970.00%
View complete list of SCHWAB STRATEGIC TR shareholders