Arkadios Wealth Advisors - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 740 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.1%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$670,256
-29.9%
13,275
-12.7%
0.06%
-49.6%
Q4 2021$956,000
+1577.2%
15,209
+1544.2%
0.13%
+1487.5%
Q3 2021$57,0000.0%9250.0%0.01%
+14.3%
Q2 2021$57,000
+1.8%
9250.0%0.01%
-22.2%
Q1 2021$56,000
-1.8%
9250.0%0.01%
-25.0%
Q4 2020$57,0009250.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 32,290,969$2,030,779,00095.48%
NinePointTwo Capital LLC 2,368,378$148,947,00047.97%
Joseph Group Capital Management 252,975$15,910,00015.30%
Carolina Wealth Advisors, LLC 342,484$21,539,00012.17%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 230,798$14,518,00010.58%
RE Dickinson Investment Advisors, LLC 219,717$13,818,00010.48%
AllGen Financial Advisors, Inc. 209,304$13,163,1549.76%
Charles Schwab Investment Advisory, Inc. 97,963,022$6,160,894,0009.66%
SVB Investment Services Inc. 223,080$14,490,0009.63%
LOWERY THOMAS, LLC 215,829$13,573,0009.36%
View complete list of SCHWAB STRATEGIC TR shareholders