Souders Financial Advisors - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.1%.

Quarter-by-quarter ownership
Souders Financial Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$6,898,117
+6.2%
136,623
+10.3%
1.32%
+6.8%
Q2 2023$6,492,436
+1.6%
123,831
+3.9%
1.24%
-8.5%
Q1 2023$6,388,148
+11.8%
119,160
+8.0%
1.36%
+4.0%
Q4 2022$5,714,231
+8.5%
110,335
+8.5%
1.30%
-8.7%
Q3 2022$5,266,000
-2.0%
101,664
+5.5%
1.43%
-7.5%
Q2 2022$5,376,000
-4.8%
96,339
+3.5%
1.55%
-5.3%
Q1 2022$5,649,000
+0.7%
93,050
+4.3%
1.63%
+1.4%
Q4 2021$5,610,000
+1.3%
89,199
+0.8%
1.61%
-9.7%
Q3 2021$5,537,000
+2.3%
88,479
+2.2%
1.78%
-2.1%
Q2 2021$5,410,000
+1639.5%
86,546
+1600.6%
1.82%
+1394.3%
Q1 2021$311,0005,0890.12%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 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