Kaizen Financial Strategies - 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
Kaizen Financial Strategies ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$275,445
-78.8%
5,236
-77.5%
0.27%
-78.8%
Q2 2022$1,298,000
-34.7%
23,258
-28.9%
1.28%
-17.8%
Q1 2022$1,987,000
-28.0%
32,722
-25.5%
1.56%
-24.6%
Q4 2021$2,760,000
+5.5%
43,894
+5.0%
2.07%
-1.9%
Q3 2021$2,615,000
+67.1%
41,785
+63.3%
2.11%
+41.4%
Q1 2021$1,565,00025,5891.49%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
FC Advisory LLC 125,330$6,542,2072.53%
Marotta Asset Management 225,433$11,767,6032.53%
CATALYST PRIVATE WEALTH, LLC 50,080$2,614,1761.23%
Curbstone Financial Management Corp 99,150$5,175,6301.18%
McLean Asset Management Corp 55,381$2,867,0551.08%
Pure Financial Advisors, LLC 592,787$30,943,4961.07%
Aletheian Wealth Advisors LLC 28,824$1,504,6001.00%
Arden Trust Co 111,455$5,817,9560.85%
Horizons Wealth Management 15,003$783,1570.51%
Walker Asset Management, LLC 12,462$650,5160.47%
View complete list of SCHWAB STRATEGIC TR shareholders