Truadvice, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 43 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Truadvice, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$225,386
+6.8%
5,343
+9.9%
0.09%
+12.8%
Q2 2023$211,028
-79.3%
4,862
-75.3%
0.08%
-74.2%
Q1 2021$1,019,000
-71.8%
19,683
-71.0%
0.30%
-72.6%
Q4 2020$3,614,00067,8221.10%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
Charles Schwab Investment Advisory, Inc. 101,715,661$4,292,400,8756.78%
Pinnacle Wealth Management Group, Inc. 130,107$5,490,5155.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 199,434$8,4163.32%
WestHill Financial Advisors, Inc. 237,259$10,012,3112.92%
Kaizen Financial Strategies 59,429$2,507,9042.12%
FFG RETIREMENT ADVISORS LLC 51,816$2,186,6351.81%
DecisionPoint Financial, LLC 78,765$3,323,8831.74%
Campbell Wealth Management 305,855$12,9071.57%
Horst & Graben Wealth Management LLC 123,785$5,223,7321.28%
Charles Schwab Trust Co 161,154$6,800,6990.77%
View complete list of SCHWAB STRATEGIC TR shareholders