Beacon Financial Advisory LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$221,000
-19.6%
4,269
-13.3%
0.16%
+1.3%
Q2 2022$275,000
+22.2%
4,922
+32.7%
0.16%
+45.8%
Q1 2022$225,000
-39.7%
3,709
-37.5%
0.11%
-37.8%
Q4 2021$373,0005,9380.17%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 47,993,433$3,003,429,00099.85%
NinePointTwo Capital LLC 2,287,641$143,160,00055.49%
Knowledge Leaders Capital, LLC 329,957$20,649,00016.67%
AllGen Financial Advisors, Inc. 242,762$15,192,07212.40%
Charles Schwab Investment Advisory, Inc. 94,379,550$5,906,273,0009.87%
SVB Investment Services Inc. 231,493$14,487,0009.66%
MONUMENTAL FINANCIAL GROUP INC. 189,330$11,848,0009.46%
Carolina Wealth Advisors, LLC 220,866$13,822,0009.15%
PEAK FINANCIAL ADVISORS LLC 157,484$9,855,0008.67%
KEYSTONE WEALTH PARTNERS 237,311$14,851,0008.18%
View complete list of SCHWAB STRATEGIC TR shareholders